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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
Howard Bertram (CRD# 4746325) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Wheeling, WV and has over 20 years of experience in the finance industry. Howard Bertram 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.
Timothy Bidwell (CRD# 4296834) is an Investment Advisor Representative working at Security Capital Management in Wheeling, WV and has over 22 years of experience in the finance industry.
Jason Bolen (CRD# 6146635) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Morgantown, WV and has over 7 years of experience in the finance industry. Jason Bolen 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.
John Bonasso (CRD# 2482298) is an Investment Advisor Representative working at Park Avenue Securities LLC in Morgantown, WV and has over 29 years of experience in the finance industry.
Carrie Bowman (CRD# 2828971) is an Investment Advisor Representative working at Lpl Financial LLC in Wheeling, WV and has over 27 years of experience in the finance industry.
Jeffrey Boyles (CRD# 6936007) is an Investment Advisor Representative working at Edward Jones in Fairmont, WV and has over 5 years of experience in the finance industry.
Stefan Brannare (CRD# 4579196) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wheeling, WV and has over 21 years of experience in the finance industry.
Joshua Braunlich (CRD# 4988342) is an Investment Advisor Representative working at Security Capital Management in Wheeling, WV and has over 16 years of experience in the finance industry.
Tyler Brautigan (CRD# 6480258) is an Investment Advisor Representative working at Security Capital Management in Wheeling, WV and has over 8 years of experience in the finance industry.
Harold Burech (CRD# 856313) is an Investment Advisor Representative working at Security Capital Management in Wheeling, WV and has over 27 years of experience in the finance industry.