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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
Kathy White (CRD# 5823242) 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.
Seth White (CRD# 4871643) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Wheeling, WV and has over 18 years of experience in the finance industry.
Vicki Wiley (CRD# 5215860) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Wheeling, WV and has over 16 years of experience in the finance industry.
Rose Wilson (CRD# 4072715) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Wheeling, WV and has over 23 years of experience in the finance industry.
James Wingett (CRD# 5288871) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Steubenville, OH and has over 16 years of experience in the finance industry.
Joseph Wright (CRD# 1519480) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wheeling, WV and has over 37 years of experience in the finance industry.
Daniel Young (CRD# 5537737) is an Investment Advisor Representative working at Edward Jones in Wheeling, WV and has over 13 years of experience in the finance industry. Daniel Young 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.
Eugene Zrinyi (CRD# 3010992) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Steubenville, OH and has over 25 years of experience in the finance industry.
Brandon runs an investment management and comprehensive financial planning firm serving clients locally in Southern California and virtually throughout the country. He has been a financial advisor since 2018 and is passionate about helping his clients maximize their lives today while planning for their future. He has also been blessed to serve on the Kingdom Driven Entrepreneur mentor team since the fall of 2019 and loves encouraging fellow kingdom business owners to walk out their God-given calling.
Brandon lives in San Juan Capistrano, California with his beautiful wife Amanda, and loves...
Patricia Caprarese (CRD# 7280109) is an Investment Advisor Representative working at United Brokerage Services Inc. in Wheeling, WV and has over 2 years of experience in the finance industry.