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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
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.
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.
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.
Thomas Morrison (CRD# 2726259) is an Investment Advisor Representative working at Security Capital Management in Wheeling, WV and has over 27 years of experience in the finance industry.
David Nolan (CRD# 704985) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 44 years of experience in the finance industry.
Daniel Padden (CRD# 6243784) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Wheeling, WV and has over 9 years of experience in the finance industry.
Shane Pamphilis (CRD# 6510763) is an Investment Advisor Representative working at Security Capital Management in Wheeling, WV and has over 8 years of experience in the finance industry.
William Paras (CRD# 5277852) is an Investment Advisor Representative working at Security Capital Management in Wheeling, WV and has over 17 years of experience in the finance industry.
Carmen Petote (CRD# 1328503) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 39 years of experience in the finance industry. Carmen Petote 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.