Unclaimed
Timothy Stevenson is a registered representative with The Huntington Investment Co. and has been in the industry since July 1, 2010. Timothy has a strong background in investments and has held the Series 6, 7, 24 and 63 licenses. Timothy previously worked at Triad Advisors LLC before joining The Huntington Investment Co. Timothy is also a registered representative in Ohio. Timothy specializes in helping individuals, corporations, and charitable organizations.
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.
1
2
OH
02/28/2018 - Present
THE Huntington Investment Co. (COLUMBUS OH)
OH
07/01/2010 - 01/26/2018
TRIAD ADVISORS LLC (DUBLIN OH)
BC
Issued 09/25/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/30/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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