Invested Better
Unclaimed

Unclaimed

Unclaimed

Verena Anneliese Woloson

Allegheny Investments, Ltd.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Verena? Claim Your Profile

About Verena Anneliese Woloson

Verena Anneliese Woloson is a registered representative with Allegheny Investments, Ltd. Verena has worked in the financial services industry since February 2017. Verena holds the Series 11 qualification exam. Verena is located in Pittsburgh, Pennsylvania. Verena has experience with various financial planning services.

Firm Information

Verena Woloson is currently registered with Allegheny Investments, Ltd.. Allegheny Investments, Ltd. is a Pennsylvania-based corporation that has been providing investment advisory services since 1977. The firm manages over $530 million in assets for a variety of clients, including individuals, families, trusts, estates, pension plans, charitable organizations, and corporations. They offer a range of services, including financial planning, portfolio management, and wrap fee programs. The firm is registered with the Securities and Exchange Commission and with all 50 states.
Allegheny Investments, Ltd.

STONE QUARRY CROSSING

PITTSBURGH, PA 15237

$530.30M

Assets Under Management

20

Total Clients

69

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Verena Woloson’s Registration & Firm History

PA

02/13/2017 - Present

Allegheny Investments, Ltd. (PITTSBURGH PA)

Not sure if Verena Anneliese Woloson is right for you?

Licenses & Designations

BC

Issued 02/13/2017

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Verena Anneliese Woloson.
Not sure if Verena Anneliese Woloson is right for you?