Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Whieldon is a registered representative with The Huntington Investment Co. Samantha has passed the Series 63, Series 6TO, and SIE exams. Samantha is registered in Ohio. Samantha's firm, The Huntington Investment Co., is an investment advisor with approximately $5.2 billion in assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisers.
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.
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OH
09/09/2022 - Present
THE Huntington Investment Co. (MOGADORE OH)
BC
Issued 11/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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