Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Herberger is a financial advisor with The Huntington Investment Co. James has been in the industry since 2012, and is registered with both FINRA and the state of Ohio. James has experience working with individuals, corporations, and charitable organizations. James specializes in helping clients develop financial plans, manage their investments, and select other financial advisors. James has a Series 7, Series 24, and Series 66 license. James's previous experience includes working as a financial advisor at UBS Financial Services Inc.
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
10/11/2016 - Present
THE Huntington Investment Co. (COLUMBUS OH)
OH
07/25/2012 - 10/11/2016
UBS FINANCIAL SERVICES INC. (COLUMBUS OH)
BOTH
Issued 11/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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