Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Holman McKinley is a financial advisor with McKinley Carter Wealth Services, Inc. in Wheeling, WV. David has been with the firm since January 2008. David has 27 years of experience in the financial services industry. David is a Certified Financial Planner. David is also a member of the Mountaineer Freedom Alliance, where he is a Managing Member.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WV
09/13/2005 - Present
McKinley Carter Wealth Services, Inc. (WHEELING WV)
MO
10/28/2003 - 09/29/2005
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
07/01/2003 - 10/30/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
07/16/1996 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MI
07/22/1994 - 09/24/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 07/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/1995
Series 24 - General Securities Principal Examination
BC
Issued 06/23/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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