Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Serina? Claim Your ProfileSerina M. Shores is a financial advisor at The Huntington Investment Co. Serina has been a registered representative since 1999 and has a wide range of experience in the financial services industry. Serina specializes in providing investment advice to individuals, businesses, and charitable organizations. Serina is also a board member for the National Center for Women & Information Technology. Serina is committed to providing her clients with personalized financial advice that helps them achieve their financial 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.
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2
OH
10/26/2022 - Present
THE Huntington Investment Co. (COLUMBUS OH)
OH
10/01/2012 - 08/21/2014
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
OH
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
CA
06/20/2000 - 05/02/2009
WAMU INVESTMENTS, INC. (IRVINE CA)
AZ
11/26/1999 - 06/15/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 10/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 02/23/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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