Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rose? Claim Your ProfileRose Lynn Wilson is a financial advisor at Wesbanco Securities, Inc. Rose has been a registered representative since 2000 and offers financial planning and portfolio management services to individuals. Rose is also a registered investment advisor and has a wide range of experience in the financial services industry. Rose is licensed in several states, including Kentucky, Ohio, Pennsylvania, and West Virginia. Rose is also a Registered Options Principal, Municipal Securities Principal, and General Securities Principal. Rose's prior experience includes working at United Brokerage Services, Inc. and Chase Investment Services Corp.
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
03/19/2015 - Present
Wesbanco Securities, Inc. (WHEELING WV)
WV
02/04/2008 - 03/03/2015
UNITED BROKERAGE SERVICES, INC (DUNBAR WV)
OH
07/06/2005 - 01/23/2008
CHASE INVESTMENT SERVICES CORP. (BELPRE OH)
IL
12/11/2000 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 11/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 09/14/2015
Series 4 - Registered Options Principal Examination
BC
Issued 06/30/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/30/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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