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Advisors in Morgantown, West Virginia
63 Results
Unclaimed

Centaurus Financial, Inc.

location

MORGANTOWN, WV

experience

36 Years Experience

disclosure

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

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals
Unclaimed
location

MORGANTOWN, WV

experience

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

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Truist Advisory Services, Inc.

location

MORGANTOWN, WV

experience

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

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

Cetera Investment Advisers LLC

location

MORGANTOWN, WV

experience

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

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Ameriprise Financial Services, LLC

location

MORGANTOWN, WV

experience

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

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Edward Jones | CFP ® (Certifications)

location

MORGANTOWN, WV

experience

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

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

MORGANTOWN, WV

experience

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

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Park Avenue Securities LLC

location

MORGANTOWN, WV

experience

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

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Wells Fargo Advisors Financial Network, LLC | CFP ® (Certifications)

location

MORGANTOWN, WV

experience

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

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Wesbanco Securities, Inc.

location

Morgantown, WV

experience

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

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals

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