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Robert Dummer

Wesbanco Securities, Inc.

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About Robert Dummer

Robert Dummer is a registered investment advisor representative with Wesbanco Securities, Inc., a firm headquartered in St. Clairsville, OH. Robert Dummer is also a registered investment adviser. Robert Dummer's advisory services include providing financial planning and selecting other advisors. Robert Dummer has been in the securities industry since February 7, 2017. Robert Dummer has passed the Series 63, Series 65, and Series 6, and the SIE exams. Robert Dummer's prior employment history includes Citizens Securities, Inc.

Firm Information

Robert Dummer 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 Dummer’s Registration & Firm History

PA

01/10/2022 - Present

Wesbanco Securities, Inc. (Beaver PA)

PA

01/27/2017 - 10/13/2021

CITIZENS SECURITIES, INC. (WEXFORD PA)

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Licenses & Designations

IA

Issued 03/05/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/10/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/2017

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 Dummer.
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