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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Zachary Riedel (CRD# 6714942) is an Investment Advisor Representative working at Wells Fargo Advisors in Wheeling, WV and has over 6 years of experience in the finance industry.
Timothy Roberts (CRD# 2618068) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wheeling, WV and has over 29 years of experience in the finance industry. Timothy Roberts has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Shawn Rohrig (CRD# 5680335) is an Investment Advisor Representative working at Lpl Financial LLC in Wheeling, WV and has over 14 years of experience in the finance industry. Shawn Rohrig has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Joshua Schmalz (CRD# 6005207) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Wheeling, WV and has over 11 years of experience in the finance industry.
Douglass Schmidt (CRD# 4972074) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Moundsville, WV and has over 18 years of experience in the finance industry.
Harley Schultz (CRD# 6911811) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Wheeling, WV and has over 6 years of experience in the finance industry.
Teresa Shawver (CRD# 4377467) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 13 years of experience in the finance industry.
Cynthia Simpson (CRD# 6675799) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Wheeling, WV and has over 7 years of experience in the finance industry.
John Slicer (CRD# 5346763) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 16 years of experience in the finance industry.
Jared Sloan (CRD# 6181723) is an Investment Advisor Representative working at Wells Fargo Advisors in Wheeling, WV and has over 11 years of experience in the finance industry. Jared Sloan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.