Advisor at Wesbanco Securities, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wesbanco Securities, Inc.
Location
Clarksburg, WV 26301
Credentials
Series 63, Series 66
Industry experience
27 years
Sherri Sharpe is a financial advisor with Wesbanco Securities, Inc. in Parkersburg, WV. She holds Series 63 and Series 66 licenses and has 27 years of industry experience. Sharpe has been with Wesbanco Securities since 2015. Wesbanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans. The firm manages approximately $166 million in assets and offers a range of wrap-fee programs and third-party managed solutions, employing a variety of analytical methods and investment strategies.
Based on Wesbanco Securities, Inc.
Based on Wesbanco Securities, Inc.
$0 - $499,999: 2.00% $500,000 - $1,999,999.99: 1.50% $2,000,000+: 1.00%
Financial advisors receive commissions as Registered Representatives for securities and insurance products; commissions are separate from advisory fees.
Account minimum: $50,000
140 W. Main Street
Clarksburg, WV 26301
Ohio · Pennsylvania · West Virginia
Wesbanco Securities Inc
2018 - Present (8 years)
WesBanco Securities, Inc.
2015 - 2018 (3 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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