Janet Morris, financial advisor Wheeling WV
93 score

Janet Morris

CRD Number: 5449808
Current Firm: Wesbanco Securities, Inc.

Janet Morris (CRD# 5449808) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Wheeling, WV and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Wesbanco Securities, Inc. Aliquippa, PA Jun 2015 - Current 1
The Huntington Investment Company Chester, WV Jan 2007 - Current 9
Huntington National Bank Chester, WV May 2012 - Jun 2013 1
Huntington National Bank Chester, WV Jul 2003 - May 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S65 NASAA Investment Advisors Law Examination Jan 2011
Contact Info for Janet L. Morris
Phone Number: 8003683369
Registered State(s):
  • PA
  • WV
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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