Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Michael Boardman is a financial advisor with over 20 years of experience in the industry. Jeffrey Michael is a registered representative with The Huntington Investment Co. in Columbus, OH. Jeffrey Michael has held previous positions at PNC Investments, NatCity Investments, Inc., McDonald Investments Inc., Vestax Securities Corporation, and State Discount Brokers, Inc. Jeffrey Michael is committed to providing clients with personalized financial advice and guidance. Jeffrey Michael specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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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2
OH
05/18/2023 - Present
THE Huntington Investment Co. (COLUMBUS OH)
OH
04/16/2010 - 05/11/2023
PNC INVESTMENTS (CLEVELAND OH)
OH
01/06/2005 - 12/31/2006
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
05/23/2000 - 07/06/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
04/28/1999 - 06/01/2000
VESTAX SECURITIES CORPORATION (HUDSON OH)
NJ
10/16/1996 - 04/06/1999
STATE DISCOUNT BROKERS, INC. (BEDMINSTER NJ)
IA
Issued 01/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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