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.
CRD# 6308208
Mckinley Carter Wealth Services, Inc.
CRD# 2497992
Anthony Investment Management, LLC
CRD# 1535665
Security Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Optima Trade & Investments, LLC | Wheeling, WV | Aug 2005 - Current | 18 |
- WV
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Market timing services
WV
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