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Robert Becerra

Wesbanco Securities, Inc.

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About Robert Becerra

Robert Becerra is a financial advisor with Wesbanco Securities, Inc. Robert has been in the industry since December 25, 1999. Robert is registered to provide securities and advisory services in 8 states. Robert has passed the Series 6, Series 7, and SIE exams. Robert has experience with individual clients and high-net-worth clients. Robert specializes in providing financial planning, portfolio management for individuals, and selection of other advisers. Prior to joining Wesbanco Securities, Inc., Robert was an advisor at Fidelity Brokerage Services LLC and USAA Investment Management Company.

Firm Information

Robert Becerra 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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Robert Becerra’s Registration & Firm History

WV

03/23/2006 - Present

Wesbanco Securities, Inc. (WHEELING WV)

RI

04/11/2000 - 03/25/2004

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

TX

02/03/1997 - 05/17/1999

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

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Licenses & Designations

BC

Issued 02/10/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/21/1999

Series 7 - General Securities Representative Examination

BC

Issued 01/31/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Becerra.
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