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Frank Ray Neiderhiser

McKinley Carter Wealth Services, Inc.

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About Frank Ray Neiderhiser

Frank Ray Neiderhiser is an investment advisor representative at McKinley Carter Wealth Services, Inc. Frank has been in the financial services industry since 2001. Frank is registered in Pennsylvania and Texas. Frank holds the Series 63, 66, 7, 9, and 10 licenses. Frank also has the SIE designation. Frank has experience with a variety of financial products and services, including investments, financial planning, pension consulting, and portfolio management. Frank is committed to providing personalized service to clients and helping them achieve their financial goals.

Firm Information

Frank Neiderhiser is currently registered with McKinley Carter Wealth Services, Inc.. McKinley Carter Wealth Services, Inc. is an investment advisor registered with the SEC and headquartered in Wheeling, WV. The firm offers financial planning, pension consulting, portfolio management for individuals and businesses, and investment consulting. They manage approximately $2.26 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
McKinley Carter Wealth Services, Inc.

2100 MARKET STREET

WHEELING, WV 26003

$2.26B

Assets Under Management

11

Total Clients

31

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting

Investment consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Frank Neiderhiser’s Registration & Firm History

PA

12/08/2021 - Present

McKinley Carter Wealth Services, Inc. (WEXFORD PA)

PA

02/26/2018 - 10/15/2019

TD AMERITRADE, INC. (WEXFORD PA)

PA

09/21/2001 - 02/26/2018

SCOTTRADE, INC. (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 06/14/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/29/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/19/2012

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/26/2012

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Frank Ray Neiderhiser.
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