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Charisse Eileen Porter

THE Huntington Investment Co.

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About Charisse Eileen Porter

Charisse Eileen Porter is a registered representative with The Huntington Investment Co. Charisse Eileen Porter has been in the securities industry since 2015. Charisse Eileen Porter has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Charisse Eileen Porter is currently registered with the state of West Virginia. Charisse Eileen Porter has previously worked at United Brokerage Services, Inc. in Morgantown, WV.

Firm Information

Charisse Porter 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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Charisse Porter’s Registration & Firm History

WV

12/08/2016 - Present

THE Huntington Investment Co. (CLARKSBURG WV)

WV

09/18/2015 - 12/13/2016

UNITED BROKERAGE SERVICES, INC (MORGANTOWN WV)

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Licenses & Designations

BOTH

Issued 12/18/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charisse Eileen Porter.
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