Optima Trade & Investments, LLC

Optima Trade & Investments, LLC (CRD# 141381) is a financial advisory firm headquartered in Wheeling, WV. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Market timing services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WV

Financial Advisors at Optima Trade & Investments, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey W. Hensler
CRD#: 2763030
80-12th Street, Suite 303, Wheeling, WV 26003
93
Wealthminder
score

Jeffrey Hensler (CRD# 2763030) is an Investment Advisor Representative working at Optima Trade & Investments, LLC in Wheeling, WV and has over 10 years of experience in the finance industry.

2
Ross M. Merenda
CRD#: 2636190
80-12th Street, Suite 303, Wheeling, WV 26003
87
Wealthminder
score

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.

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