Stephen Shuman (CRD# 2269850) is an Investment Advisor Representative working at Huntington Financial Advisors in Lakewood, OH and has over 11 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Huntington Investment Company | Shaker Heights, OH | Feb 2021 - Current | 3 |
| Keybank | Fairview Park, OH | Feb 2020 - Feb 2021 | 1 |
| Key Investment Services | Cleveland, OH | Feb 2020 - Feb 2021 | 1 |
| Key Investment Services, LLC | Cleveland, OH | Sep 2016 - Feb 2020 | 3 |
| Keybank | Cleveland, OH | Sep 2014 - Feb 2020 | 5 |
| Key Investment Services | Cleveland, OH | Mar 2015 - Sep 2016 | 1 |
| Key Investment Services LLC | Cleveland, OH | Nov 2012 - Mar 2015 | 2 |
| Keybank | Parma Hts, OH | Aug 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
- OH
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Total Assets Under Management5,197MILLIONS
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Total Number of Accounts32,956ACCOUNTS
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Average Account Value$157,688
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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