Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsie? Claim Your ProfileKelsie Dunbar is a registered representative with Wesbanco Securities, Inc. located in Wheeling, WV. Kelsie has been in the industry since April 2015 and has a Series 6, Series 7 and Series 66 license. Kelsie Dunbar specializes in working with individuals and families with a focus on financial planning and portfolio management. She is also able to assist with the selection of other financial advisors. The firm's main office is located in St. Clairsville, OH. Wesbanco Securities, Inc. primarily works with individual clients, including high-net-worth 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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2
WV
01/07/2022 - Present
Wesbanco Securities, Inc. (WHEELING WV)
BOTH
Issued 11/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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