linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Steven Robert Shannon

THE Huntington Investment Co.

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

About Steven Robert Shannon

Steven Robert Shannon is a financial professional with over 10 years of experience in the financial services industry. Steven is currently a registered representative with The Huntington Investment Company. Steven is licensed in multiple states and holds Series 63, 66, and 7 licenses. Steven is committed to providing sound financial advice and guidance to his clients. He is a strong advocate for his clients' financial goals and strives to help them achieve their financial goals. Steven is also a dedicated community member and is active in several local organizations.

Firm Information

Steven Shannon 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.

Steven Shannon’s Registration & Firm History

MI

05/02/2023 - Present

THE Huntington Investment Co. (Elsie MI)

Not sure if Steven Robert Shannon is right for you?

Licenses & Designations

BOTH

Issued 08/23/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/17/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/13/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/01/2020

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

BC

Issued 02/25/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Robert Shannon.
Not sure if Steven Robert Shannon is right for you?