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Sherri Lynn Sharpe

Wesbanco Securities, Inc.

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About Sherri Lynn Sharpe

Sherri Lynn Sharpe is a financial professional with over 20 years of experience in the industry. Sherri has held licenses and registrations in several states, including West Virginia, Ohio, Pennsylvania, Maryland, Virginia, Oregon, Florida, and Arizona. Sherri is currently registered with Wesbanco Securities, Inc. and has previously worked with firms such as The Huntington Investment Company, Chase Investment Services Corp, Banc One Securities Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sherri Sharpe holds Series 7, 63, and 66 licenses. Sherri's professional experience includes financial planning and portfolio management for individuals.

Firm Information

Sherri Sharpe 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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Sherri Sharpe’s Registration & Firm History

WV

12/09/2015 - Present

Wesbanco Securities, Inc. (Clarksburg WV)

WV

01/18/2006 - 12/08/2015

THE HUNTINGTON INVESTMENT COMPANY (BRIDGEPORT WV)

IL

07/06/2005 - 01/05/2006

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

IL

01/12/2004 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

NY

11/08/2000 - 12/04/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

IL

11/17/1998 - 10/05/2000

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 07/27/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/26/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sherri Lynn Sharpe.
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