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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
Gregory Marquart (CRD# 4842991) is an Investment Advisor Representative working at Security Capital Management in Wheeling, WV and has over 19 years of experience in the finance industry.
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.
Paul McNeill (CRD# 3003324) is an Investment Advisor Representative working at Primerica Advisors in Saint Clairsville, OH and has over 26 years of experience in the finance industry.
Brian McVay (CRD# 4994357) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Saint Clairsville, OH and has over 18 years of experience in the finance industry.
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.
Molly Montgomery (CRD# 4937106) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Marietta , OH and has over 15 years of experience in the finance industry.
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.
Loretta Nester (CRD# 2538048) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Marietta, OH and has over 11 years of experience in the finance industry.