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Lynda Marie Schockman

THE Huntington Investment Co.

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About Lynda Marie Schockman

Lynda Schockman is a registered representative with The Huntington Investment Co. Lynda has been in the industry since 2003 and has experience with J.P. Morgan Securities LLC and BANC ONE SECURITIES CORPORATION. Lynda has been registered with The Huntington Investment Co. since 2012. Lynda holds Series 6, 7, and 66 licenses. Lynda specializes in portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Lynda Schockman 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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Lynda Schockman’s Registration & Firm History

OH

03/06/2012 - Present

THE Huntington Investment Co. (COLUMBUS OH)

OH

10/01/2008 - 12/08/2011

J.P. MORGAN SECURITIES LLC (COLUMBUS OH)

OH

07/01/2006 - 10/01/2008

J.P. MORGAN SECURITIES INC. (COLUMBUS OH)

OH

09/14/2005 - 07/01/2006

BANC ONE SECURITIES CORPORATION (COLUMBUS OH)

IL

12/18/2000 - 10/13/2003

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 11/09/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/30/2001

Series 7 - General Securities Representative Examination

BC

Issued 12/15/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lynda Marie Schockman.
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