Unclaimed
Curtis William Reynolds II is an investment advisor representative with The Huntington Investment Co.. Curtis has been in the industry since April 7, 2016 and has a Series 63, Series 6, Series 7TO and SIE licenses. Curtis previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, WELLS FARGO CLEARING SERVICES, LLC and J.P. MORGAN SECURITIES LLC. Curtis is registered to provide investment advisory services in Ohio.
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
04/05/2024 - Present
THE Huntington Investment Co. (TWINSBURG OH)
CA
10/12/2022 - 06/06/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)
CA
10/20/2021 - 04/14/2022
WELLS FARGO CLEARING SERVICES, LLC (COSTA MESA CA)
CA
09/26/2014 - 08/03/2021
J.P. MORGAN SECURITIES LLC (IRVINE CA)
BOTH
Issued 12/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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