Unclaimed
Alexa Dean is a financial advisor with The Huntington Investment Co. in Columbus, Ohio. Alexa has been in the financial services industry since 2007. Alexa holds Series 6, 7, 24, 53, 63 and 65 licenses and has experience in financial planning, portfolio management, selection of other advisors, portfolio management for individuals and businesses. The Huntington Investment Co. offers portfolio management services to individuals, corporations and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
OH
12/21/2023 - Present
THE Huntington Investment Co. (COLUMBUS OH)
OH
10/10/2007 - 07/16/2021
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
OH
06/15/2007 - 09/25/2007
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
BC
Issued 12/21/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/06/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/17/2008
Series 24 - General Securities Principal Examination
BC
Issued 12/21/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/21/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/14/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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