Lisa Finkelstein Stavsky

Employer firm

Wesbanco Securities, Inc. CRD 43276

$286M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 03/2019
  Tiaa
  Dublin, OH
• 06/2016 → 03/2019
  Tiaa-Cref Individual & Institutional Services, Llc
  Dublin, OH
• 04/2019 → Present
  Wesbanco Securities Inc
  Wheeling, WV

Previous Registrations

• 2016-06-20 → 2019-03-19
  Tiaa-Cref Individual & Institutional Services, Llc
  Dublin, OH
• 2009-11-13 → 2016-06-09
  Pnc Wealth Management Llc
  Columbus, OH
  Wayne, PA
  Sarasota, FL
  Naples, FL
  Beavercreek, OH
  Columbus, OH
  Cleveland, OH
  West Carrollton, OH
  Hilliard, OH
  Dayton, OH
  Columbus, OH
  Dublin, OH
  Pickerington, OH
  Dayton, OH
  Beavercreek, OH
  Reynoldsburg, OH
  Columbus, OH
  Worthington, OH
  Hilliard, OH
  Kettering, OH
  Columbus, OH
  Dayton, OH
  Centerville, OH
  Huber Heights, OH
  Dayton, OH
  Dayton, OH
  Dayton, OH
  Columbus, OH
  Kettering, OH
  Powell, OH
  Columbus, OH
  Troy, OH
  Columbus, OH
  Miamisburg, OH
  Westerville, OH
  Englewood, OH
  Grove City, OH
  Huber Heights, OH
  Columbus, OH
  Oakwood, OH
  Dublin, OH
  Tipp City, OH
  New Carlisle, OH
  Columbus, OH
  Columbus, OH
  Dayton, OH
  Columbus, OH
  Sheffield, OH
  Ft. Wright, KY
  Cincinnati, OH
  Mason, OH
  Hilton Head Island, SC
  Philadelphia, PA
  Columbus, OH
• 2000-01-01 → 2009-11-13
  Natcity Investments, Inc.
  Englewood, OH
  Worthington, OH
  Dayton, OH
  Columbus, OH
  Columbus, OH
  Columbus, OH
  Columbus, OH
  Dayton, OH
  Columbus, OH
  Columbus, OH
  Kettering, OH
  Westerville, OH
  Dayton, OH
  Reynoldsburg, OH
  Columbus, OH
  Oakwood, OH
  Troy, OH
  Columbus, OH
  Columbus, OH
  Columbus, OH
  Dayton, OH
  Dayton, OH
  Huber Heights, OH
  Kettering, OH
  Dayton, OH
  Hilliard, OH
  Dublin, OH
  Columbus, OH
  Grove City, OH
  Columbus, OH
  Dublin, OH
  Centerville, OH
  Huber Heights, OH
  Columbus, OH
  Hilliard, OH
  Tipp City, OH
  Columbus, OH
  Tipp City, OH
  Columbus, OH
  Reynoldsburg, OH
  Beavercreek, OH
  Dayton, OH
  Dayton, OH
  Pickerington, OH
  Columbus, OH
  Powell, OH
  West Carrollton, OH
  Lewis Center, OH
  Kettering, OH
  Vandalia, OH
  Sidney, OH
  Dayton, OH
  Dayton, OH
  Dayton, OH
  Columbus, OH
  Dayton, OH
  Miamisburg, OH
  Dayton, OH
  Dayton, OH
  Columbus, OH
  Dayton, OH
  New Carlisle, OH
  Canal Winchester, OH
  Beavercreek, OH
  Dayton, OH
  Springboro, OH
  Fairborn, OH
  Cleveland, OH

Other Businesses

My husband and son have formed and OH LLC, 11-30-22: Stavsky Rentals: Entity will invest in real estate for the purpose of rental income: I will not receive any direct income from this and have no financial interest in the business: I will have 0% time working on this business: my husband and I file joint income taxes. Ohio Foundation of Independent Colleges: Board of Trustees: 10 hours per year: Unpaid Position Columbus Jewish Historical Society: Treasurer, Executive Board Member: 30 hours per year: Unpaid Position Board Member of BISA; 3-18-26; Industry Organization; BISA supports financial institutions that offer banking, insurance and investment services: Unpaid position:1% of time spent with activity. Unpaid-Volunteer General Board Member of a Non-Profit Organization: 1-8-26: Provides assistance to low-income families: Home-Families Flourish: non-investment related. Beth Jacob Sisterhood: Treasurer, Executive Board Member:1 - 2 hours per year (this organization is not very active): Unpaid Position ** All 3 organizations are based in Columbus, OH.**

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-23
• S63 Uniform Securities Agent State Law Examination
  1991-11-04

Other Names

• Lisa Pam Finkelstein
• Lisa Pam Stavsky