Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shweta? Claim Your ProfileShweta Patni is a Registered Representative with The Huntington Investment Co., a firm with a strong focus on providing personalized portfolio management solutions. Shweta's expertise spans a range of financial products, including Investment Company Products and Variable Contracts, as evidenced by her Series 6TO license. She is dedicated to serving clients across a spectrum of needs, from individuals to businesses, and is committed to delivering a high level of service.
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
OH
06/22/2023 - Present
THE Huntington Investment Co. (WEST CHESTER OH)
BC
Issued 08/26/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Shweta Patni is the right advisor for you? Invested Better is here to help.
