linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Stephen Shuman

THE Huntington Investment Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Stephen? Claim Your Profile

About Stephen Shuman

Stephen Shuman is a financial advisor with The Huntington Investment Co. Stephen has been in the financial services industry since 2011. Stephen is registered with FINRA and the state of Ohio. Stephen has a Series 6, Series 7, and Series 66 licenses. Stephen has experience working at Key Investment Services LLC and North American Management, Inc. Stephen is an active advisor and offers a variety of financial services to individuals, corporations, and charitable organizations.

Firm Information

Stephen Shuman 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Stephen Shuman’s Registration & Firm History

OH

02/25/2021 - Present

THE Huntington Investment Co. (LAKEWOOD OH)

OH

11/19/2012 - 02/16/2021

KEY INVESTMENT SERVICES LLC (FAIRVIEW PARK OH)

SD

11/16/1994 - 08/08/1995

NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)

NY

09/02/1992 - 11/24/1992

NEW ENGLAND SECURITIES (NEW YORK NY)

Not sure if Stephen Shuman is right for you?

Licenses & Designations

BOTH

Issued 09/09/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/07/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/22/2015

Series 7 - General Securities Representative Examination

BC

Issued 11/17/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Shuman.
Not sure if Stephen Shuman is right for you?