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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
Harley Schultz (CRD# 6911811) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Wheeling, WV and has over 5 years of experience in the finance industry.
Teresa Shawver (CRD# 4377467) 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.
Cynthia Simpson (CRD# 6675799) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Wheeling, WV and has over 7 years of experience in the finance industry.
John Slicer (CRD# 5346763) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 16 years of experience in the finance industry.
Jared Sloan (CRD# 6181723) is an Investment Advisor Representative working at Wells Fargo Advisors in Wheeling, WV and has over 10 years of experience in the finance industry. Jared Sloan 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.
Bernadette Smith (CRD# 2861522) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wheeling, WV and has over 27 years of experience in the finance industry.
Kameron Smith (CRD# 6103216) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 9 years of experience in the finance industry. Kameron Smith 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.
Suzette Smith (CRD# 4383065) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 19 years of experience in the finance industry.
Eric Snodgrass (CRD# 4671220) is an Investment Advisor Representative working at Avantax Advisory Services in Wheeling, WV and has over 20 years of experience in the finance industry.
Lisa Stavsky (CRD# 1749197) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Wheeling, WV and has over 32 years of experience in the finance industry.