Unclaimed
Stephen Carl Ailes is a financial professional with experience in the financial services industry. Stephen Carl Ailes is registered with The Huntington Investment Co. and is licensed to provide investment advice in Michigan. Stephen Carl Ailes has experience with MWA FINANCIAL SERVICES INC., and has also taken the Securities Industry Essentials Examination, Investment Company Products/Variable Contracts Representative Examination, and the Uniform Securities Agent State Law Examination.
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
MI
08/31/2016 - Present
THE Huntington Investment Co. (Kalamazoo MI)
MI
08/07/2014 - 11/21/2014
MWA FINANCIAL SERVICES INC. (MARCELLUS MI)
BC
Issued 10/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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