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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
George Weaver (CRD# 460587) is an Investment Advisor Representative working at Security Capital Management in Wheeling, WV and has over 29 years of experience in the finance industry.
Robert Wetzel (CRD# 4329415) is an Investment Advisor Representative working at Bookends Financial Planning in Wheeling, WV and has over 23 years of experience in the finance industry.
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.
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.
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.
Kelsie Dunbar (CRD# 6321421) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Wheeling, WV and has over 3 years of experience in the finance industry.