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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
Nicholas Aberegg (CRD# 5431528) is an Investment Advisor Representative working at Equitable Advisors, LLC in Martinsburg, WV and has over 14 years of experience in the finance industry.
Jonathan Bodwell (CRD# 4715199) is an Investment Advisor Representative working at Southland Equity Partners, LLC in Martinsburg, WV and has over 18 years of experience in the finance industry.
Robert Denton (CRD# 4944315) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Martinsburg, WV and has over 16 years of experience in the finance industry.
Rachel Elkins (CRD# 6297914) is an Investment Advisor Representative working at Edward Jones in Martinsburg, WV and has over 8 years of experience in the finance industry.
John Everson (CRD# 1444818) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Martinsburg, WV and has over 36 years of experience in the finance industry.
Gary Guell (CRD# 2195174) is an Investment Advisor Representative working at Prudential Financial Planning Services in Martinsburg, WV and has over 30 years of experience in the finance industry.
Frederick Hollida (CRD# 4086429) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Martinsburg, WV and has over 22 years of experience in the finance industry. Frederick Hollida 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.
Phillip McCoy (CRD# 5957445) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Martinsburg, WV and has over 10 years of experience in the finance industry.
Dena Morgan (CRD# 6924623) is an Investment Advisor Representative working at Edward Jones in Martinsburg, WV and has over 3 years of experience in the finance industry.