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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
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.
Walker Holloway (CRD# 5941438) is an Investment Advisor Representative working at Security Capital Management in Wheeling, WV and has over 10 years of experience in the finance industry. Walker Holloway 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.
Robert Howell (CRD# 6655078) is an Investment Advisor Representative working at Edward Jones in Cambridge, OH and has over 7 years of experience in the finance industry.
Jay Hunt (CRD# 4106827) is an Investment Advisor Representative working at Avantax Advisory Services in Wheeling, WV and has over 20 years of experience in the finance industry.
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.
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.
Nathan Larrick (CRD# 4701226) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cambridge, OH and has over 20 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.
Brent Markley (CRD# 1399374) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Cambridge, OH and has over 38 years of experience in the finance industry.
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.