Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg James Smith is a registered representative with The Huntington Investment Co., located in Elyria, Ohio. Greg has been in the industry since October 1998 and has a broad range of experience. Greg is a Series 66, Series 63, Series 53, Series 24, Series 9, Series 10, Series 99TO, Series 7 and Series 52 licensed professional. Greg has also passed the Securities Industry Essentials (SIE) exam. Greg has previously worked at KEY INVESTMENT SERVICES LLC in Brooklyn, Ohio, and McDonald Investments Inc. in Cleveland, Ohio, as well as Olde Discount Corporation in Detroit, Michigan. In addition to Greg's experience in financial services, Greg is an Assistant Coach at Elyria Catholic High School.
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.
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OH
09/30/2024 - Present
THE Huntington Investment Co. (Elyria OH)
OH
01/03/2006 - 03/11/2014
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
OH
05/17/2000 - 01/04/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MI
02/26/1998 - 05/22/2000
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 04/04/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 03/09/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/24/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/12/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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