Pola Congelio, financial advisor Wheeling WV
90 score

Pola Congelio

CRD Number: 5952440
Current Firm: Security Capital Management

Pola Congelio (CRD# 5952440) is an Investment Advisor Representative working at Security Capital Management in Wheeling, WV and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Hazlett, Burt & Watson, Inc. Wheeling, WV Jul 2011 - Current 6
Northwood Health Systems Wheeling, WV Jun 2010 - Jul 2011 1
West Virginia Northern Community College Wheeling, WV Jan 2010 - Jun 2010 < 1
West Virginia Northern Community College Wheeling, WV Aug 2009 - Jun 2010 < 1
West Virginia Northern Community College Wheeling, WV Aug 2008 - May 2010 1
Wheeling Brake Bridgeport, OH Nov 2007 - Nov 2008 1
Pacific Sunwear Washington, PA Nov 2006 - Nov 2007 1
West Liberty University West Liberty, WV Aug 2001 - Dec 2006 5
Ruttenbucks Triadelphia, WV Mar 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Pola V. Congelio
Phone Number: 304-233-3312
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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