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Financial Consultants in West Virginia

Financial Consultants in Wheeling, WV

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27 results found

Scott Molina Wheeling, WV

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at United Brokerage Services
Title:
Financial Advisor
Location:
Wheeling, West Virginia Area
Industry:
Investment Management
Work history:
United Brokerage Services - Wheeling, West Virginia AreaFinancial Advisorsince Jan 2013
Skills:
401k, IRAs, Equities, Fixed Income, Fixed Annuities, Long-term Care, Life Insurance
Full Profile

Sherri Libersat Wheeling, WV

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor
Location:
Wheeling, West Virginia Area
Industry:
Banking
Full Profile

Deborah Hofmann Wheeling, WV

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Account Executive • Senior Customer Service Representative • Client Service Officer • Master of Business Administration • Customer Service

Experience & Education

Work

Company:
First national bank of pa - Wellsburg, WV
Financial consultant
Company:
Janney montgomery scott llc - Wheeling, WV
Financial consultant

Skills

Life and Health Insurance License - West Virginia and Ohio
Full Profile

William Huggins Wheeling, WV

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Operations Manager • Sales Representative • Sales Agent • Business Administrator • Bachelor of Science

Experience & Education

Work

Company:
Pnc investments - Martins Ferry, OH
Financial advisor
Company:
Wachovia/wells fargo - Wheeling, WV
Financial advisor
Full Profile

Chris Freeman Wheeling, WV

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Master of Science • Management Consultant • Management Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Financial Manager

Experience & Education

Position:
MS, CFP® Investment Management Consultant at Raymond James Financial Services, Inc. member FINRA/SIPC
Title:
Branch Manager/Certified Financial Planner
Location:
Wheeling, West Virginia Area
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc. member FINRA/SIPC - 1144 Market St Suite 200, Wheeling WV 26003MS, CFP® Investment Management Consultantsince May 2009
Skills:
Securities, Retirement Planning, Mutual Funds, Estate Planning, Financial Advisory, Finance, Risk...
..be made to persons in states where the financial advisor is not registered
Full Profile

Daniel Young Wheeling, WV

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Student Worker

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Wheeling, West Virginia Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Aug 2010Keefe, Bruyette & Woods InternMay 2008 - Aug 2008
Skills:
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Word, Series 7, Fixed Income, Financial Modeling, ...
Full Profile

Paul Joanou Wheeling, WV

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chartered Financial Consultant at Joanou Financial Group
Location:
Wheeling, West Virginia Area
Industry:
Financial Services
Work history:
Joanou Financial Group Chartered Financial Consultantsince Jun 1996
Full Profile

Dustin Defranco Wheeling, WV

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor - VP Investments at Chase Investments
Location:
Wheeling, West Virginia Area
Industry:
Financial Services
Work history:
Chase Investments - Bellaire, OHFinancial Advisor - VP Investmentssince May 2008
Full Profile

Rosann Oliverio Wheeling, WV

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Title:
Financial Advisor at United Hospital Center
Location:
Wheeling, West Virginia Area
Industry:
Hospital & Health Care
Full Profile

Rob Duffy Wheeling, WV

Professions & Specialties

Lending Officer • Financial Consultant • Loan Specialist • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Lending Officer at Citizens National Bank
Location:
Wheeling, West Virginia Area
Industry:
Banking
Work history:
Citizens National Bank Lending Officersince Apr 2000Infinex Financial Group Financial AdvisorJun 2008 - Dec 2010
Full Profile

W Gracey Wheeling, WV

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor at MorganStanley SmithBarney
Location:
Wheeling, West Virginia Area
Industry:
Financial Services
Full Profile

Michael Cla Wheeling, WV

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor at McKinley Carter Wealth Services Faculty at National Institute of Financial Education
Location:
Wheeling, West Virginia Area
Industry:
Financial Services
Full Profile

Jeremy High Wheeling, WV

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors LLC
Title:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Wheeling, West Virginia Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors LLC Financial Advisorsince Jun 2005
Full Profile

Maggie Seidenberger Wheeling, WV

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial advisor at Edward Jones
Location:
Wheeling, West Virginia Area
Industry:
Financial Services
Work history:
Edward Jones Financial advisor
Full Profile

Invest Wells Wheeling, WV

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Advantage Capital Corporation
Location:
Wheeling, West Virginia Area
Industry:
Financial Services
Work history:
Advantage Capital Corporation Financial Advisor
Full Profile

Shawn Rohrig Wheeling, WV

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor at Wells Fargo Advisors
Location:
Wheeling, West Virginia Area
Industry:
Financial Services
Full Profile

John Larch Wheeling, WV

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at JPL Financial Group
Location:
Wheeling, West Virginia Area
Industry:
Financial Services
Work history:
JPL Financial Group Financial Advisor
Full Profile

Joe Pangilinan Wheeling, WV

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at W & R
Title:
Financial Advisor
Location:
Wheeling, West Virginia Area
Industry:
Financial Services
Work history:
W & R Financial Advisorsince 2006
Full Profile

Joseph Pangilinan Wheeling, WV

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor
Location:
Wheeling, West Virginia Area
Industry:
Financial Services
Full Profile

Paul Curnes Wheeling, WV

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Consultant at Janney Montgomery Scott
Location:
Wheeling, West Virginia Area
Industry:
Financial Services
Full Profile

Robert Gracey Wheeling, WV

Professions & Specialties

Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Retired--Financial Advisor at MorganStanley SmithBarney
Location:
Wheeling, West Virginia Area
Industry:
Financial Services
Full Profile

Bob Gracey Wheeling, WV

Professions & Specialties

Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Retired--Financial Advisor at MorganStanley SmithBarney
Location:
Wheeling, West Virginia Area
Industry:
Financial Services
Full Profile

Franklin Hairston Wheeling, WV

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Equal Employment Opportunity Officer • Employee Relations Manager • Employee Placement Specialist • Recruitment • Employee Relations Specialist • Labor Relations Specialist • Government Administration Professional • Director • Community Service Manager • Operations Manager • Training and Development • Project Managers • Hospital Care Professional • Health Professional • Health Practitioner • Lecturer • Postsecondary Teacher

Experience & Education

Position:
EEO Officer/ Employee Relations Manager at WV Department of Transportation
Location:
Wheeling, West Virginia Area
Industry:
Government Administration
Work history:
WV Department of Transportation - Charleston, West Virginia AreaEEO Officer/ Employee Relations Managersince Dec 2011William R. Sharpe Jr. Hospital Director of Staff DevelopmentFeb 2006 - Dec 2011
Financial Counselor at Deaconess Hospital
Full Profile

Rob Gracey Wheeling, WV

Professions & Specialties

Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Retired--Financial Advisor at MorganStanley SmithBarney
Location:
Wheeling, West Virginia Area
Industry:
Financial Services
Full Profile

Jonathab Nicholson Wheeling, WV

Professions & Specialties

Financial Consultant • Estate Planner • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Equipment Operator • Supervisor • Industrial Operator • Managers • Safety Coordinator • Technician • Advisor • Publisher • Technical Specialist • Technical Support Specialists • Publishing Professional • Certified Nurse Aide • Nurse • Nurse Practitioner • Organic Chemist • Chemical Professional • Chemist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager

Experience & Education

Position:
Equipment Operator at Key Energy Services
Location:
Wheeling, West Virginia Area
Industry:
Oil & Energy
Work history:
Key Energy Services Equipment Operatorsince May 2010Beverage Distributors Inc., Delivery SupervisorAug 2009 - May 2010
Skills:
Breaking down complex scenarios into simple steps for people of all education levels
Full Profile

Kathy White Wheeling, WV

Professions & Specialties

Coordinator • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Paraplanner at McKinley Carter Wealth Services
Title:
Client Coordinator
Location:
Wheeling, West Virginia Area
Industry:
Financial Services
Work history:
McKinley Carter Wealth Services Paraplannersince Nov 2008McKinley Carter Mortgage Mortgage CoordinatorOct 2001 - 2010
Financial Advisor Digital and Social Media Strateg..
Full Profile

Paul Curnes Wheeling, WV

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator • Marketing Manager

Experience & Education

Position:
Investment Advisor Representative at Financial Network Investment Corporation, Member SIPC
Title:
Investment Advisor Representative with Financial Network Investment Corporation, Member SIPC
Location:
Wheeling, West Virginia Area
Industry:
Financial Services
Work history:
Financial Network Investment Corporation, Member SIPC - 1031 National Rd, Wheeling, West Virginia AreaInvestment Advisor Representativesince Aug 2010Janney Montgomery Scott Branch Manager1999 - 2010
Financial Consultant at Parker/Hunter
Full Profile

Financial Consultants near Wheeling, WV03691215SteubenvilleWeirtonJerusalemWellsburgTriadelphiaMcMechenGlen DaleFollansbeeNew FreeportPowhatan Point


Financial Consultants around Wheeling, WV

Adena  (1)
Bellaire  (1)
Follansbee  (1)
Glen Dale  (1)
Jerusalem  (1)
McMechen  (1)
New Freeport  (1)
Steubenville  (15)
Triadelphia  (1)
Weirton  (2)
Wellsburg  (1)

Financial Consultants in West Virginia

Sub-specializations

Banker  (47)
Financial Consultant  (27)