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Distance Only Wheeling, WV
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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
Jason Haswell (CRD# 2706658) is an Investment Advisor Representative working at Lpl Financial LLC in Wheeling, WV and has over 28 years of experience in the finance industry.
Jeffrey Hensler (CRD# 2763030) is an Investment Advisor Representative working at Optima Trade & Investments, LLC in Wheeling, WV and has over 17 years of experience in the finance industry.
Walker Holloway (CRD# 5941438) is an Investment Advisor Representative working at Security Capital Management in Wheeling, WV and has over 10 years of experience in the finance industry. Walker Holloway 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.
Jay Hunt (CRD# 4106827) is an Investment Advisor Representative working at Avantax Advisory Services in Wheeling, WV and has over 20 years of experience in the finance industry.
Paul Joanou (CRD# 2759441) is an Investment Advisor Representative working at Mml Investors Services, LLC in Wheeling, WV and has over 27 years of experience in the finance industry.
Leslie Kovalesky (CRD# 5457836) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wheeling, WV and has over 16 years of experience in the finance industry.
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.
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.
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.