Commonwealth Financial Network
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About this Advisor
Shana Bielich is a certified financial planner operating out of Pittsburgh, Pennsylvania, with a total of 19 years of experience as a financial advisor. Bielich is an employee of Commonwealth Financial Network. Their career trajectory has included roles at Federated Investors, Inc, Federated Securities Corp, D.B. Root & Company, Commonwealth Financial Network and Coghill Investment Strategies, LLC. Bielich has a Series 63 license, certifying them as a securities agent, and is registered to advise clients in Pennsylvania. Commonwealth Financial Network is a business based in Pittsburgh, Pennsylvania. The company has offices in 1,090 locations and a total of 3,200 financial advisors. It has $81 billion in total assets between its 335,560 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 223 charitable organizations. Of its 335,560 client accounts, just 3% belong to high-net-worth clients who have greater than $1 million in assets. The advisory firm provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice typically depend on the type of financial services offered. However, fees charged by Commonwealth Financial Network may include some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Commonwealth Financial Network Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Shana Bielich Work History
Shana has 19 years of experience.
Coghill Investment Strategies, LLC
Commonwealth Financial Network
D.B. Root & Company
Federated Securities Corp
Federated Investors, Inc
Shana Bielich has no disclosures.
Please visit their SEC profile for more details.