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Katrina Louise Russo

THE Huntington Investment Co.

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About Katrina Louise Russo

Katrina Louise Russo is a registered investment advisor representative with The Huntington Investment Co. Katrina has been working in the financial industry since 2001 and holds the Series 6, 7, 63 and 65 licenses. Katrina has a strong background in working with individuals, corporations and charitable organizations. Katrina's previous employers include PNC Investments, NatCity Investments, Inc. and Chase Investment Services Corp.

Firm Information

Katrina Russo 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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Katrina Russo’s Registration & Firm History

OH

06/08/2017 - Present

THE Huntington Investment Co. (RAVENNA OH)

OH

11/13/2009 - 04/28/2017

PNC INVESTMENTS (CUYAHOGA FALLS OH)

OH

03/27/2006 - 11/13/2009

NATCITY INVESTMENTS, INC. (CUYAHOGA FALLS OH)

OH

07/06/2005 - 03/22/2006

CHASE INVESTMENT SERVICES CORP. (KENT OH)

IL

01/10/2002 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

OH

12/18/2000 - 11/30/2001

NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)

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Licenses & Designations

IA

Issued 12/17/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/26/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2013

Series 7 - General Securities Representative Examination

BC

Issued 12/16/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katrina Louise Russo.
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