Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Conner is an investment advisor representative at Wesbanco Securities, Inc. He has been in the industry for over 15 years, having worked at Wesbanco Securities, Inc. since 2007 and Wesbanco Bank Inc. since 2000. James Conner holds a Series 63, Series 65, Series 7, Series 24, Series 27, Series 4, Series 52, Series 53, and SIE licenses. He is registered to provide securities and investment advisory services in West Virginia. James Conner is a guest speaker at various churches and has experience providing financial planning, selection of other advisors, and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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WV
01/18/2022 - Present
Wesbanco Securities, Inc. (PARKERSBURG WV)
IA
Issued 09/10/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2021
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/14/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/16/2018
Series 4 - Registered Options Principal Examination
BC
Issued 08/06/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/29/2019
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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