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Doreen Koleno
from Vicus Capital, Inc.
Doreen Koleno is a financial advisor based in Pennsylvania, State College,
with 22 years of experience. Doreen currently works for
Vicus Capital, Inc..
Doreen maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Doreen Koleno works at Vicus Capital, Inc.
Vicus Capital, Inc. is a financial advisory firm based in State College, Pennsylvania. It currently has approximately $1,869,702,769 of assets under management and employs about 87 people. Vicus Capital, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
4 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
476 Rolling Ridge Drive, Suite 315, State College, Pennsylvania, 16801
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