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Steven P. Rake

THE Huntington Investment Co.

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About Steven P. Rake

Steven P. Rake is a financial advisor with over 20 years of experience in the industry. Steven is currently registered with The Huntington Investment Co. in Indianapolis, IN. Previously, Steven has worked with Online Brokerage Services, Fifth Third Securities, Inc., NatCity Investments, Inc., and NatCity Insurance Services, Inc. Steven holds the Series 7 and Series 63 licenses, as well as the SIE exam. Steven specializes in portfolio management for individuals and businesses.

Firm Information

Steven Rake 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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Steven Rake’s Registration & Firm History

IN

06/21/2007 - Present

THE Huntington Investment Co. (Indianapolis IN)

OH

11/30/2005 - 06/20/2007

ONLINE BROKERAGE SERVICES (WHITEHOUSE OH)

OH

05/20/2003 - 08/12/2005

FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)

OH

07/09/2001 - 05/27/2003

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

OH

07/09/2001 - 12/31/2001

NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)

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Licenses & Designations

BC

Issued 09/18/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven P. Rake.
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