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Shelley R Coneybeer

THE Huntington Investment Co.

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About Shelley R Coneybeer

Shelley Coneybeer is a registered representative at The Huntington Investment Co. Shelley has been working in the financial services industry since 2014. She is licensed to provide investment advisory services in Pennsylvania. Shelley has experience working with various financial institutions, including PNC Bank, PNC Investments, Merrill Lynch, and Bank of America. Shelley specializes in providing financial advice to high-net-worth individuals, businesses, and charitable organizations.

Firm Information

Shelley Coneybeer 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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Shelley Coneybeer’s Registration & Firm History

PA

04/30/2020 - Present

THE Huntington Investment Co. (MONROEVILLE PA)

PA

08/10/2018 - 03/27/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (UPPER SAINT CLAIR PA)

PA

08/24/2015 - 07/26/2018

PNC INVESTMENTS (WASHINGTON PA)

PA

05/19/2014 - 11/05/2014

PNC INVESTMENTS (CHARLEROI PA)

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Licenses & Designations

BOTH

Issued 09/04/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shelley R Coneybeer.
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