Unclaimed
Matthew Wrenn is an investment advisor representative at The Huntington Investment Co., with a focus on providing portfolio management services for both individuals and businesses. Matthew has over 12 years of experience in the financial industry and is registered in Colorado, Florida, Michigan and South Carolina. Matthew has a diverse background, having previously worked at JPMorgan Chase Bank, Citizens Securities Inc., and Infinex Investments, Inc. Matthew is committed to providing personalized financial advice to help clients achieve their investment goals.
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
MI
08/30/2019 - Present
THE Huntington Investment Co. (Canton MI)
MI
07/01/2016 - 08/23/2019
INFINEX INVESTMENTS, INC. (Canton MI)
MI
08/20/2015 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (TAYLOR MI)
MI
07/02/2015 - 08/05/2015
CITIZENS SECURITIES, INC. (PLYMOUTH MI)
MI
10/01/2012 - 05/22/2015
J.P. MORGAN SECURITIES LLC (WYANDOTTE MI)
MI
05/09/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WYANDOTTE MI)
IA
Issued 05/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/06/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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