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Stephen X Cotero

THE Huntington Investment Co.

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About Stephen X Cotero

Stephen Cotero is a financial advisor who has been in the industry since 2020. Stephen is registered as a broker-dealer and an investment advisor in the state of Michigan. Stephen is also registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Stephen has experience working at Hantz Financial Services, Inc., and Infinex Investments, Inc. Stephen is currently employed by THE Huntington Investment Co., located in Brighton, Michigan.

Firm Information

Stephen Cotero 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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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percentage of assets

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

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Stephen Cotero’s Registration & Firm History

MI

03/21/2023 - Present

THE Huntington Investment Co. (Brighton MI)

MI

01/26/2022 - 03/20/2023

HANTZ FINANCIAL SERVICES, INC. (ANN ARBOR MI)

MI

07/09/2020 - 12/09/2021

INFINEX INVESTMENTS, INC. (Chelsea MI)

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Licenses & Designations

IA

Issued 04/06/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/09/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/17/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/09/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/13/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen X Cotero.
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