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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Stenhouse is an investment advisor representative associated with McKinley Carter Wealth Services, Inc. Jeffrey has been in the financial services industry since 2014 and holds the Series 65 license. Jeffrey is registered in Texas and West Virginia, and specializes in providing financial planning, pension consulting, and investment consulting services. Jeffrey's firm manages assets for a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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
06/22/2021 - Present
McKinley Carter Wealth Services, Inc. (Charleston WV)
IA
Issued 04/05/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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