Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willard? Claim Your ProfileWillard Edward Story is an active investment advisor representative at THE Huntington Investment Co. Willard Edward Story is licensed in Ohio and Michigan. Willard Edward Story has been in the securities industry since April 1997. Willard Edward Story has worked at UBS FINANCIAL SERVICES INC. and MCDONALD INVESTMENTS INC. in the past.
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
02/05/2019 - Present
THE Huntington Investment Co. (Rocky River OH)
NJ
02/21/2007 - 12/21/2017
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
OH
04/03/1996 - 02/16/2007
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
02/15/1996 - 03/06/1996
H.J. MEYERS & CO., INC. (ROCHESTER NY)
IA
Issued 08/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2005
Series 24 - General Securities Principal Examination
BC
Issued 09/02/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/12/2004
Series 14 - Compliance Officer Examination
BC
Issued 03/13/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 12/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2010
Series 3 - National Commodity Futures Examination
BC
Issued 01/12/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 02/14/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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