Unclaimed
Sandra Marie Steedle is a registered Investment Advisor Representative with McKinley Carter Wealth Services, Inc.. Sandra has been in the industry since 2022 and holds the Series 65 license. Sandra is also registered in Pennsylvania. McKinley Carter Wealth Services, Inc. provides advisory services to individuals, businesses, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
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
10/25/2024 - Present
McKinley Carter Wealth Services, Inc. (WHEELING WV)
Active
Inactive
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