Magdalena Woroniecki
Investment adviser representative at Huntington Financial Advisors
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
23 years in the industry.
- Ameriprise Financial Services, LLCJun 2026 to now
- The Huntington Investment CompanyFeb 2026 to now
- Osaic Wealth, Inc.Aug 2024 to Feb 2026
- Sikich Capital Management LLCSep 2022 to Feb 2026
- Triad Advisors, LLCSep 2022 to Aug 2024
- UnemployedMay 2022 to Sep 2022
- Equitable Advisors, LLCFeb 2019 to May 2022
- AXA Advisors, LLCFeb 2019 to Jun 2020
- UnemployedOct 2018 to Feb 2019
- United Planners' Financial Servieces of AmericaSep 2018 to Oct 2018
- Farmers Financial SolutionsJul 2003 to Aug 2018
- Farmers Insurance GroupJun 2003 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (IL).
Huntington Financial Advisors
Legal name: The Huntington Investment Company
$7.9BAssets managed
42,398Clients
427Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4684178
- Firm CRD
- 16986