Unclaimed
Steven Hartman is a registered representative with The Huntington Investment Co. Steven has over 15 years of experience in the financial services industry. Steven holds the Series 66, Series 7, and the Securities Industry Essentials Examination licenses.
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
09/03/2019 - Present
THE Huntington Investment Co. (Burton MI)
MI
05/12/2015 - 08/21/2019
CUNA BROKERAGE SERVICES, INC. (FLINT MI)
MI
11/22/2013 - 04/24/2015
LPL FINANCIAL LLC (NOVI MI)
MI
10/01/2012 - 11/14/2013
J.P. MORGAN SECURITIES LLC (FLINT MI)
MI
06/21/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BURTON MI)
MI
12/04/2008 - 06/22/2010
THRIVENT INVESTMENT MANAGEMENT INC. (WALLED LAKE MI)
MI
01/19/2007 - 01/10/2008
EDWARD JONES (FLINT MI)
BOTH
Issued 02/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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