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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
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.
Joshua Johnson (CRD# 2352341) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 25 years of experience in the finance industry. Joshua Johnson 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.
Timothy Kern (CRD# 6556202) is an Investment Advisor Representative working at Edward Jones in Marietta, OH and has over 8 years of experience in the finance industry.
Todd Kimpel (CRD# 1203275) is an Investment Advisor Representative working at Commonwealth Financial Services in Wheeling, WV and has over 36 years of experience in the finance industry.
Kevin Knab (CRD# 6835364) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Marietta, OH and has over 6 years of experience in the finance industry. Kevin Knab 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.
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.
Brian Lake (CRD# 4276273) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Marietta, OH and has over 12 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.
Kimberly Luft (CRD# 6450704) is an Investment Advisor Representative working at Edward Jones in Marietta, OH and has over 9 years of experience in the finance industry.
William Mannix (CRD# 2752166) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Marietta, OH and has over 27 years of experience in the finance industry.