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Joseph Andrew Klein

THE Huntington Investment Co.

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About Joseph Andrew Klein

Joseph Klein is a registered representative at The Huntington Investment Co. located in ZEELAND, MI. Joseph has been in the financial industry since 1996. Joseph is registered to provide investment advice in multiple states, including Arizona, California, Colorado, Florida, Illinois, Michigan, Nebraska, New Mexico, Ohio and Texas. Joseph's certifications include the Series 6, Series 7, Series 63 and Series 65 exams. Joseph specializes in retirement planning, college savings, and investment management. Joseph's firm, The Huntington Investment Co. has been in business since 1997. The Huntington Investment Co. provides investment advice to individuals, families, and businesses.

Firm Information

Joseph Klein 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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Joseph Klein’s Registration & Firm History

MI

05/31/2019 - Present

THE Huntington Investment Co. (ZEELAND MI)

MI

08/16/1996 - 10/01/1997

FMB INVESTMENT SERVICES (HOLLAND MI)

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Licenses & Designations

IA

Issued 11/09/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/05/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/05/2002

Series 7 - General Securities Representative Examination

BC

Issued 08/15/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Andrew Klein.
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