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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
Thomas Maiden (CRD# 1955506) is an Investment Advisor Representative working at Mission:advice in Shepherdstown, WV and has over 34 years of experience in the finance industry. Thomas Maiden 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.
James Martin (CRD# 2083699) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Fort Loudon, PA and has over 33 years of experience in the finance industry. James Martin 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.
Phillip McCoy (CRD# 5957445) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Martinsburg, WV and has over 12 years of experience in the finance industry.
Dena Morgan (CRD# 6924623) is an Investment Advisor Representative working at Edward Jones in Martinsburg, WV and has over 5 years of experience in the finance industry.
Tony Price (CRD# 5450935) is an Investment Advisor Representative working at Advisor Alliance LLC in Charles Town, WV and has over 14 years of experience in the finance industry.
Timothy Procita (CRD# 5889678) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Martinsburg, WV and has over 13 years of experience in the finance industry.
Whitney Pyles (CRD# 6713963) is an Investment Advisor Representative working at Edward Jones in Winchester, VA and has over 7 years of experience in the finance industry.
Tracy Regalia (CRD# 7068742) is an Investment Advisor Representative working at Edward Jones in Kearneysville, WV and has over 4 years of experience in the finance industry.
Brian Romine (CRD# 5448189) is an Investment Advisor Representative working at Advisor Alliance LLC in Shepherdstown, WV and has over 15 years of experience in the finance industry.
Cody Roos (CRD# 6694181) is an Investment Advisor Representative working at Stewardship Investment Services LLC in Kearneysville, WV and has over 7 years of experience in the finance industry.