Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Foley is a financial advisor with The Huntington Investment Co. based in Akron, Ohio. David has over 28 years of experience in the financial industry. David has earned the Series 6, Series 63 and SIE licenses and holds registrations in California, Colorado, Illinois, Minnesota, and Wisconsin. David is a specialist in investment management, both for businesses and individuals. Prior to joining The Huntington Investment Co., David held positions with The Leaders Group, Inc., OneAmerica Securities, Inc., and Capital Brokerage Corporation.
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
08/08/2023 - Present
THE Huntington Investment Co. (AKRON OH)
CO
03/26/2020 - 06/30/2023
THE LEADERS GROUP, INC. (LITTLETON CO)
IN
06/22/2015 - 06/19/2019
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
VA
09/18/2012 - 05/13/2015
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
11/16/2009 - 03/16/2012
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
MN
03/15/2000 - 10/23/2009
PRUCO SECURITIES, LLC. (PLYMOUTH MN)
NJ
03/30/1999 - 05/27/1999
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
NJ
11/19/1996 - 12/31/1998
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
NJ
01/26/1993 - 09/17/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 04/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Foley is the right advisor for you? Invested Better is here to help.
