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
80-12th Street, Suite 303, Wheeling, WV 26003
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
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 Hensler, financial advisor Wheeling WV
Jeffrey W. Hensler
CRD#: 2763030
80-12th Street, Suite 303, Wheeling, WV 26003

Jeffrey Hensler (CRD# 2763030) is an Investment Advisor Representative working at Optima Trade & Investments, LLC in Wheeling, WV and has over 17 years of experience in the finance industry.

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

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals