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Fernando Ree

THE Huntington Investment Co.

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About Fernando Ree

Fernando Ree is a financial advisor at The Huntington Investment Co. Fernando has been in the financial industry since 2013. Fernando is registered with the state of Michigan. Fernando is licensed to offer investment advice and products including securities, variable insurance products and investment company products. Fernando is also licensed to provide investment advice to corporations, high-net-worth individuals, and individuals other than high-net-worth. Fernando is affiliated with The Huntington Investment Co. in the Grand Rapids office. Fernando has experience with investment management, financial planning, and portfolio management.

Firm Information

Fernando Ree 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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Fernando Ree’s Registration & Firm History

MI

05/07/2021 - Present

THE Huntington Investment Co. (GRAND RAPIDS MI)

MI

02/22/2019 - 06/16/2020

W&S BROKERAGE SERVICES, INC. (GRAND RAPIDS MI)

MI

11/20/2012 - 01/08/2019

J.P. MORGAN SECURITIES LLC (KENTWOOD MI)

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Licenses & Designations

BC

Issued 11/29/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Fernando Ree.
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