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Spencer Brian Dolence

Wesbanco Securities, Inc.

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About Spencer Brian Dolence

Spencer Dolence is a registered representative with Wesbanco Securities, Inc. Spencer is licensed to sell securities in West Virginia and has been in the industry since July 2022. Spencer holds the Series 6TO and SIE exams. Spencer is located at 100 Cabela Drive in Triadelphia, WV. Wesbanco Securities, Inc. is a broker-dealer that provides financial planning and portfolio management services for individuals and businesses. The firm also offers investment advisory services, selection of other advisors, and publication of periodicals.

Firm Information

Spencer Dolence 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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Spencer Dolence’s Registration & Firm History

WV

07/31/2022 - Present

Wesbanco Securities, Inc. (Triadelphia WV)

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Licenses & Designations

BC

Issued 01/28/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/30/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/09/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Spencer Brian Dolence.
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