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Lisa Finkelstein Stavsky

WESBANCO SECURITIES, INC.·ST CLAIRSVILLE, Ohio
SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65Clean record26 years registeredWESBANCO 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. · 26 years registered
Brand Profile
Not yet started
01

Career History

WESBANCO SECURITIES, INC.
Apr 2019 – present
ADVICE AND PLANNING SERVICES
Jun 2016 – Mar 2019
DUBLIN, OH
PNC INVESTMENTS
Nov 2009 – Jun 2016
HORSHAM, PA
NATCITY INVESTMENTS, INC.
Jan 2000 – Nov 2009
COLUMBUS, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 52TO
Series 53
Series 63
Series 65
Registration record
First registered · January 1, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WESBANCO SECURITIES, INC.
CRD 43276 · SEC 801-119845
AUM
$133M
Regulatory assets under management
Employees
103
778 client accounts
Services offered by WESBANCO SECURITIES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WESBANCO SECURITIES, INC. →
Introduction

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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.

Benjamin Joseph Beckett
ST CLAIRSVILLE, OH
Scott Alan Love
ST CLAIRSVILLE, OH
Jonathan Douglas Dargusch
ST CLAIRSVILLE, OH
Rose Lynn Wilson
ST CLAIRSVILLE, OH

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