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Ross M
Wheeling, WV
Optima Trade & Investments, LLC
Ross Merenda is a financial advisor with Optima Trade & Investments, LLC, where he has worked since 2005. He has 12 years of industry experience. Optima Trade & Investments is a registered investment adviser offering portfolio management on a limited discretionary basis, as well as financial planning and consulting services. The firm employs a blend of fundamental, technical, charting, and cyclical analysis with a preference for technical analysis and shorter-term trading strategies, including the use of stop orders, short sales, margin transactions, and option writing when aligned with client objectives.
Jeffrey H
Series 65
Wheeling, WV
Optima Trade & Investments, LLC
Jeffrey Hensler is a Series 65-licensed financial advisor at Optima Trade & Investments, LLC with 20 years of industry experience. He has been with the firm since 2006. Optima Trade & Investments is a registered investment adviser that provides portfolio management on a limited discretionary basis along with financial planning and consulting services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis with a focus on technical analysis and shorter-term trading strategies, and offers alternative billing arrangements including performance-based fees for qualified clients.
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