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Lisa Finkelstein Stavsky

WESBANCO SECURITIES, INC.·ST CLAIRSVILLE, Ohio
WESBANCO SECURITIES, INC.
135 W MAIN STREET, ST CLAIRSVILLE, OH 43950CRD# 1749197Firm CRD# 43276

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lisa Finkelstein Stavsky · ST CLAIRSVILLE, OH
Registration
CRD #1749197 · WESBANCO SECURITIES, INC.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Lisa Finkelstein Stavsky is a registered financial advisor based in ST CLAIRSVILLE, Ohio, affiliated with WESBANCO SECURITIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WESBANCO SECURITIES, INC.
WESBANCO SECURITIES, INC.
AUM
$133M
Regulatory assets under management
Employees
103
Total firm employees
View all advisors at WESBANCO SECURITIES, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1749197
Firm CRD# 43276
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lisa Finkelstein Stavsky offer?
Lisa Finkelstein Stavsky specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ST CLAIRSVILLE, Ohio for a consultation.
What are Lisa Finkelstein Stavsky's credentials?
Lisa Finkelstein Stavsky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Finkelstein Stavsky located?
Lisa Finkelstein Stavsky is based in ST CLAIRSVILLE, Ohio, working with WESBANCO SECURITIES, INC.. Their office serves clients in the ST CLAIRSVILLE metropolitan area and surrounding communities.
How does Lisa Finkelstein Stavsky charge for services?
Lisa Finkelstein Stavsky's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESBANCO SECURITIES, INC.?
WESBANCO SECURITIES, INC. has approximately 103 employees and manages $133M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WESBANCO SECURITIES, INC.

Scott Alan Love
ST CLAIRSVILLE, OH
Benjamin Joseph Beckett
ST CLAIRSVILLE, OH
Jay Zatta
ST CLAIRSVILLE, OH
Jeff Jackson
ST CLAIRSVILLE, OH
Jonathan Douglas Dargusch
ST CLAIRSVILLE, OH
Michael L Perkins
ST CLAIRSVILLE, OH

More Advisors in ST CLAIRSVILLE, Ohio

Rose Lynn Wilson
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