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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
Jeremy Lowe (CRD# 4088772) is an Investment Advisor Representative working at Fort Henry Capital, LLC in Wheeling, WV and has over 24 years of experience in the finance industry. Jeremy Lowe 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.
Donald Maraney (CRD# 1741243) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Morgantown, WV and has over 36 years of experience in the finance industry.
Gregory Marquart (CRD# 4842991) is an Investment Advisor Representative working at Security Capital Management in Wheeling, WV and has over 19 years of experience in the finance industry.
Jason Marsh (CRD# 4792963) is an Investment Advisor Representative working at Security Capital Management in Wheeling, WV and has over 19 years of experience in the finance industry.
William Mason (CRD# 2214784) is an Investment Advisor Representative working at Edward Jones in Morgantown, WV and has over 32 years of experience in the finance industry.
Ronald McKenzie (CRD# 3120684) is an Investment Advisor Representative working at Wells Fargo Advisors in Wheeling, WV and has over 24 years of experience in the finance industry.
David McKinley (CRD# 2502011) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 29 years of experience in the finance industry. David McKinley 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.
Matthew McLaughlin (CRD# 2324072) is an Investment Advisor Representative working at Edward Jones in Morgantown, WV and has over 30 years of experience in the finance industry.
Ross Merenda (CRD# 2636190) is an Investment Advisor Representative working at Optima Trade & Investments, LLC in Wheeling, WV and has 1 year of experience in the finance industry.
Teresa Michaels (CRD# 5592449) 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. Teresa Michaels 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.