Unclaimed
Adam Brentlinger is an investment advisor representative with Fifth Third Securities, Inc., located in TOLEDO, OH. Adam has been in the securities industry since September 27, 2012. Adam is registered with the state of Ohio and several other states. Adam also has a Series 6, Series 7TO and Series 63 licenses and has passed the SIE exam and the Uniform Investment Adviser Law Examination.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
Sponsor wrap fee program
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
07/13/2015 - Present
Fifth Third Securities, Inc. (TOLEDO OH)
OH
06/26/2012 - 10/31/2013
MML INVESTORS SERVICES, LLC (MAUMEE OH)
IA
Issued 07/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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