Soudeh ShamshiriCRD Number: 5601551
Current Firm: The Huntington Investment Company
Soudeh Shamshiri (CRD# 5601551) is an Investment Advisor Representative working at The Huntington Investment Company in Westerville, OH and has over 7 years of experience in the finance industry.
Rebel Financial, LLC
Pds Planning Inc.
Steele Investment Counsel, Ltd.
|Huntington Investment Company||Columbus, OH||Mar 2012 - Current||4|
|Huntington National Bank||Westerville, OH||Dec 2011 - Current||5|
|Edward Jones||St. Louis, MO||Sep 2008 - Dec 2011||3|
|Bebetter Networks Inc.||Charleston, WV||May 2008 - Sep 2008||< 1|
|Marshall University||Huntington, WV||Jan 2006 - May 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2009|
Total Assets Under Management734MILLIONS
Total Number of Accounts7,522ACCOUNTS
Average Account Value$97,589
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV