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Sharon J Aller

Wesbanco Securities, Inc.

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About Sharon J Aller

Sharon Aller is a financial advisor currently registered with Wesbanco Securities, Inc. She is licensed to provide investment advice in Ohio. Sharon has been in the industry since 2002. Sharon previously held a similar role with PNC INVESTMENTS. Sharon's registration with Wesbanco Securities, Inc. became active on April 17, 2024. Sharon is a Registered Representative and Investment Advisor Representative. Her primary office is located in Wheeling, WV. Sharon holds a Series 63, Series 7, and Series 65 license.

Firm Information

Sharon Aller 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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Sharon Aller’s Registration & Firm History

WV

04/17/2024 - Present

Wesbanco Securities, Inc. (WHEELING WV)

OH

11/13/2009 - 02/27/2024

PNC INVESTMENTS (LANCASTER OH)

OH

09/27/2002 - 11/13/2009

NATCITY INVESTMENTS, INC. (LANCASTER OH)

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Licenses & Designations

IA

Issued 04/01/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/22/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/2009

Series 7 - General Securities Representative Examination

BC

Issued 09/26/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sharon J Aller.
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