Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Doreen? Claim Your ProfileDoreen Leona Koleno is a registered representative with Vicus Capital, Inc. Doreen has been working in the financial services industry since 2003 and has a strong track record of providing sound financial advice to clients. Doreen is also a registered investment advisor representative. Doreen provides financial planning, pension consulting, and educational seminars to individuals and businesses. Doreen holds the SIE, Series 6, Series 63, and Series 65 licenses and is a Chartered Financial Consultant. Doreen is also affiliated with Cetera Advisor Networks LLC, and Primevest Financial Services, Inc., having worked with both firms in the past.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
07/10/2017 - Present
Vicus Capital, Inc. (State College PA)
PA
10/19/2016 - 05/23/2017
CETERA ADVISOR NETWORKS LLC (STATE COLLEGE PA)
PA
12/11/2013 - 08/30/2016
CETERA INVESTMENT SERVICES LLC (STATE COLLEGE PA)
PA
10/15/2008 - 12/10/2013
OBS BROKERAGE SERVICES, INC. (STATE COLLEGE PA)
PA
08/03/2007 - 10/15/2008
UVEST FINANCIAL SERVICES GROUP, INC. (STATE COLLEGE PA)
PA
08/22/2006 - 07/25/2007
PRIMEVEST FINANCIAL SERVICES, INC. (BELLEFONTE PA)
MD
02/24/2003 - 12/14/2004
M&T SECURITIES, INC. (BALTIMORE MD)
IA
Issued 04/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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