Unclaimed
Drake Hafer is a financial advisor at The Huntington Investment Co. Drake has been in the financial industry since 2016. Drake has a Series 7 and Series 66 license and is registered with the state of Ohio and several others. Drake's previous experience includes working for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Clearing Services, LLC.
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
03/06/2024 - Present
THE Huntington Investment Co. (FRANKLIN OH)
OH
10/04/2019 - 05/03/2023
WELLS FARGO CLEARING SERVICES, LLC (CINCINNATI OH)
OH
07/12/2016 - 10/07/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMISBURG OH)
BOTH
Issued 08/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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