Unclaimed
Katherine Safranek is a financial advisor with The Huntington Investment Co. Katherine has been in the financial industry since 2010 and has a strong understanding of the investment industry, having worked with various firms such as Chase Investment Services Corp. and The Huntington Investment Company. Katherine holds the Series 6, 63 and SIE securities licenses. Katherine’s specializations include: Retirement Planning, College Savings, and Estate Planning. Katherine specializes in working with individual clients, corporations, and non-profits. Katherine is registered with the state of Ohio.
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
04/29/2019 - Present
THE Huntington Investment Co. (CHESTERLAND OH)
WV
04/27/2016 - 10/07/2016
THE HUNTINGTON INVESTMENT COMPANY (WESTON WV)
WV
06/21/2010 - 08/03/2012
CHASE INVESTMENT SERVICES CORP. (BUCKHANNON WV)
BC
Issued 05/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/07/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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