Years of Experience
5-20+ Years
MORGANTOWN, WV
36 Years Experience
3 Disclosures
ADVISOR BIO
Allen Poe is a financial professional with over 33 years of experience in the financial services industry. Allen is a registered representative of Centaurus Financial, Inc., a registered investment advisor firm. Allen is also registered as an investment advisor in 17 states, and has a Branch Office in Morgantown, West Virginia. Centaurus Financial, Inc. is a nationwide firm that offers a variety of financial services to individuals, corporations, and institutions. Allen specializes in providing financial planning, portfolio management, and retirement planning services. Allen is committed to providing clients with personalized financial advice and strategies that are tailored to their specific needs.
SPECIALIZATIONS
MORGANTOWN, WV
6 Years Experience
0 Disclosures
ADVISOR BIO
Amanda Pelliccioni is a financial advisor registered with LPL Financial LLC, working in the Morgantown, WV area. Amanda has been working in the financial services industry since April 2019. Amanda holds the Series 7TO, Series 66 and SIE securities licenses. Amanda has experience working with both individuals and businesses, including high net worth individuals, corporations, and pension plans. Amanda offers a range of financial services including financial planning, portfolio management, and consulting.
SPECIALIZATIONS
MORGANTOWN, WV
8 Years Experience
0 Disclosures
ADVISOR BIO
Angela Jean Holdsworth is a registered representative of Truist Advisory Services, Inc. Angela has been in the securities industry since May 2, 2017. Her firm provides financial planning, portfolio management for businesses and individuals, and other services.
SPECIALIZATIONS
MORGANTOWN, WV
33 Years Experience
0 Disclosures
ADVISOR BIO
Anthony Abruzzino is a financial advisor with Cetera Investment Advisers LLC, a firm with 6,645 investment adviser representatives nationwide. Anthony is active in the financial services industry since 1992 and has experience working with various firms. Anthony offers advisory services to individuals and businesses, provides financial planning, educational seminars, and selects other advisors. Anthony is registered with the state of West Virginia as an Investment Advisor Representative and is licensed to provide financial advice to clients in several states.
SPECIALIZATIONS
MORGANTOWN, WV
16 Years Experience
0 Disclosures
ADVISOR BIO
Brett James Clark is an investment advisor representative with Ameriprise Financial Services, LLC. Brett Clark has been in the financial services industry since 2007 and is registered with the state of West Virginia and Texas. Brett Clark has a Series 7, Series 65, and Series 66 securities licenses. Brett Clark's firm Ameriprise Financial Services, LLC is a large investment firm with a strong reputation for providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses.
SPECIALIZATIONS
MORGANTOWN, WV
21 Years Experience
0 Disclosures
ADVISOR BIO
Brian Kurcaba is a financial advisor with Edward Jones. Brian has been in the financial services industry for over 20 years and holds Series 7, Series 63, and Series 66 licenses. He is also a Certified Financial Planner. Brian's current registrations include the states of Texas, West Virginia, and others. Brian works with a variety of clients, including individuals, families, businesses, and retirement plans.
SPECIALIZATIONS
MORGANTOWN, WV
9 Years Experience
0 Disclosures
ADVISOR BIO
Brice Louis Pelliccioni is a financial advisor at LPL Financial LLC in Morgantown, West Virginia. Brice has been in the financial industry since July 2015. Brice is registered with the state of West Virginia and is also registered with the Financial Industry Regulatory Authority (FINRA). Brice has passed the Series 66, Series 7 and SIE exams. Brice is a registered investment advisor representative, and Brice is licensed to sell securities and offer advisory services to individuals and businesses.
SPECIALIZATIONS
MORGANTOWN, WV
5 Years Experience
0 Disclosures
ADVISOR BIO
Bryan Schod is a registered investment advisor representative at Park Avenue Securities LLC. Bryan is licensed to provide investment advice in 26 states. Bryan has been active in the securities industry since January 22, 2020 and has been with Park Avenue Securities LLC since December 2019. Bryan holds a Series 66, Series 7 and SIE license. Bryan specializes in the following areas: retirement planning, financial planning, and portfolio management for individuals. Bryan has over 38,000 clients and has a total of over $11.88 Billion in regulatory assets under management.
SPECIALIZATIONS
MORGANTOWN, WV
24 Years Experience
0 Disclosures
ADVISOR BIO
Charles Labritz is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Charles Labritz has been in the industry since 2001 and is registered in 29 states. Charles has a variety of certifications including a Certified Financial Planner designation, and has passed the Series 3, Series 7, and Series 66 exams. Charles Labritz works with a variety of clients, including individuals, businesses, and institutions. Charles Labritz is committed to providing clients with personalized financial advice and investment management services to help them achieve their financial goals.
SPECIALIZATIONS
Morgantown, WV
14 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Secreto is an investment professional with over a decade of experience in the financial services industry. Christopher is currently registered with Wesbanco Securities, Inc. and holds licenses for Series 6, Series 63 and the SIE exam. Christopher's prior experience includes positions with Transamerica Financial Advisors, Inc., PNC Investments, Park Avenue Securities LLC and MetLife Securities Inc. Christopher is based in Morgantown, WV and specializes in providing financial advice to individuals and families. Christopher is committed to providing personalized financial guidance and helping clients reach their financial goals.
SPECIALIZATIONS