Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Soudeh? Claim Your ProfileSoudeh Shamshiri is a registered representative with The Huntington Investment Co. located in Columbus, OH. Soudeh has been in the financial services industry since 2008, working with Edward Jones and The Huntington Investment Company. Soudeh holds the Series 7, 66, and SIE licenses. Soudeh specializes in Portfolio Management for Individuals and Businesses, and Selection of Other Advisors.
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
04/30/2024 - Present
THE Huntington Investment Co. (COLUMBUS OH)
OH
03/27/2012 - 11/10/2020
THE HUNTINGTON INVESTMENT COMPANY (NEW ALBANY OH)
OH
12/17/2008 - 12/05/2011
EDWARD JONES (NEW ALBANY OH)
BOTH
Issued 02/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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