Unclaimed Profile

Rose Lynn Wilson

WESBANCO SECURITIES, INC.·ST CLAIRSVILLE, Ohio

SIE, Series 4, Series 6, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 66Clean record18 years registeredWESBANCO SECURITIES, INC.

135 W MAIN STREET, ST CLAIRSVILLE, OH 43950CRD# 4072715Firm CRD# 43276

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rose Lynn Wilson · ST CLAIRSVILLE, OH

Registration

CRD #4072715 · WESBANCO SECURITIES, INC. · 18 years registered

Brand Profile

Not yet started

Career History

WESBANCO SECURITIES, INC.

Mar 2015 – present

UNITED BROKERAGE SERVICES INC

Mar 2008 – Mar 2015

DUNBAR, WV

CHASE INVESTMENT SERVICES CORP.

Nov 2007 – Jan 2008

BELPRE, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · November 9, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

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

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 Rose Lynn Wilson offer?

Rose Lynn Wilson specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ST CLAIRSVILLE, Ohio for a consultation.

What are Rose Lynn Wilson's credentials?

Rose Lynn Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rose Lynn Wilson located?

Rose Lynn Wilson 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 Rose Lynn Wilson charge for services?

Rose Lynn Wilson'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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