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Melissa Marie Roberts

Wesbanco Securities, Inc.

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About Melissa Marie Roberts

Melissa Roberts is a registered representative with Wesbanco Securities, Inc. Melissa has been in the industry since April 2021. Melissa is licensed to sell securities in Kentucky, Ohio, and West Virginia. Melissa holds Series 63, Series 6TO, and SIE licenses. Melissa is also qualified to provide financial planning and investment advice services.

Firm Information

Melissa Roberts 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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Melissa Roberts’s Registration & Firm History

WV

04/20/2021 - Present

Wesbanco Securities, Inc. (Huntington WV)

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Licenses & Designations

BC

Issued 05/25/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/20/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/23/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melissa Marie Roberts.
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