Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Andrew Lee is a registered representative with The Huntington Investment Co. Steven has been in the industry for over 5 years. Steven is licensed in Ohio and holds the Series 6, 7, 63, 66 and Series 24 licenses. Steven has experience working with individuals, corporations, and charitable organizations. Steven specializes in providing financial planning, portfolio management, 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
06/03/2022 - Present
THE Huntington Investment Co. (Columbus OH)
BOTH
Issued 06/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2023
Series 24 - General Securities Principal Examination
BC
Issued 02/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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