Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Garrett is a financial advisor with The Huntington Investment Co., with over 10 years of experience in the financial industry. Stephen Garrett is registered to provide investment advice in 23 states and is a Certified Financial Planner. Stephen Garrett has experience providing investment advice to individuals, corporations, and charitable organizations. The Huntington Investment Co. provides a variety of financial services including portfolio management, selection of other advisors, and educational seminars. The firm has over 5 billion dollars under management.
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
01/11/2021 - Present
THE Huntington Investment Co. (COLUMBUS OH)
OH
03/11/2013 - 05/08/2014
MORGAN STANLEY (COLUMBUS OH)
BOTH
Issued 03/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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