Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacquelyn? Claim Your ProfileJacquelyn Sue Stamos-gray is a financial advisor at The Huntington Investment Co., an investment firm headquartered in Columbus, Ohio. Jacquelyn is licensed to provide investment advice in Michigan and has held this license since July 2023. Jacquelyn has passed the Series 63, Series 6TO and SIE exams. Jacquelyn specializes in providing investment advice to a wide range of clients including high net worth individuals, corporations, and individuals.
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
MI
06/26/2023 - Present
THE Huntington Investment Co. (PORTAGE MI)
BC
Issued 07/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jacquelyn Stamos-gray is the right advisor for you? Invested Better is here to help.
