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Belinda Jane Sherman

THE Huntington Investment Co.

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About Belinda Jane Sherman

Belinda Sherman is a financial advisor with over 20 years of experience in the industry. Belinda currently works at The Huntington Investment Co., and is registered with FINRA and the state of Ohio as a Registered Representative and Investment Advisor Representative. Belinda has a strong background in both financial and investment advising, which includes portfolio management for both individuals and businesses.

Firm Information

Belinda Sherman is currently registered with THE Huntington Investment Co.. THE Huntington Investment Co. is a Corporation headquartered in COLUMBUS, OH. It is a registered investment advisor with the SEC and in 53 states. They have approximately 5196750113 in regulatory assets under management. THE Huntington Investment Co. provides financial planning, portfolio management for businesses, portfolio management for individuals, and selection of other advisors. They have a total of 32956 accounts, all of which are discretionary.
THE Huntington Investment Co.

41 S. HIGH STREET

COLUMBUS, OH 43215

$5.20B

Assets Under Management

Not reported

Total Clients

863

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Belinda Sherman’s Registration & Firm History

OH

03/25/2005 - Present

THE Huntington Investment Co. (CINCINNATI OH)

OH

11/01/2001 - 03/09/2005

FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)

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Licenses & Designations

IA

Issued 05/12/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/12/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/2012

Series 53 - Municipal Securities Principal Examination

BC

Issued 04/19/2005

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/31/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Belinda Jane Sherman.
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