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Karen Quinn Watson

Wesbanco Securities, Inc.

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About Karen Quinn Watson

Karen Quinn Watson is a financial advisor who has been in the industry since October 13, 2009. Karen is currently registered with Wesbanco Securities, Inc. in Indiana and Kentucky. Previously, Karen was registered with PNC INVESTMENTS in Kentucky. Karen has a wide range of experience in the financial services industry, holding registrations with both FINRA and the SEC. Karen specializes in providing financial planning, selection of other advisors, and portfolio management services for individuals and businesses.

Firm Information

Karen Watson is currently registered with Wesbanco Securities, Inc.. Wesbanco Securities, Inc. is a corporation formed in 1996 and headquartered in St. Clairsville, Ohio. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and other clients. Wesbanco Securities, Inc. is registered with the SEC and in 27 states. The firm has 93 registered representatives and manages approximately $132.7 million in regulatory assets.
Wesbanco Securities, Inc.

135 W MAIN STREET

ST CLAIRSVILLE, OH 43950

$132.66M

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Karen Watson’s Registration & Firm History

KY

11/16/2018 - Present

Wesbanco Securities, Inc. (Sheperdsville KY)

KY

09/14/2015 - 11/01/2018

PNC INVESTMENTS (PROSPECT KY)

KY

12/01/2014 - 07/09/2015

MORGAN STANLEY (LOUISVILLE KY)

KY

09/24/1998 - 03/27/2001

J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)

MA

03/22/1995 - 01/22/1998

PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 04/29/2015

Series 66 - Uniform Combined State Law Examination

IA

Issued 09/21/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/21/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2014

Series 7 - General Securities Representative Examination

BC

Issued 03/21/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karen Quinn Watson.
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