Unclaimed
Adriana Bastos-randall is a registered Investment Advisor Representative with Fifth Third Securities, Inc.. Adriana has been in the financial services industry since June 7, 2000. Prior to joining Fifth Third Securities, Inc., Adriana was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated, Raymond James & Associates, Inc., McDonald Partners LLC, Wells Fargo Funds Distributor, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Ferris, Baker Watts Incorporated, Ladenburg, Thalmann & Co., Inc., John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company and PaineWebber Incorporated. Adriana is registered to provide investment advisory services in Colorado, Florida, Kentucky, Michigan and Ohio. Adriana specializes in portfolio management for individuals and businesses, and financial planning.
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
07/07/2022 - Present
Fifth Third Securities, Inc. (WOODMERE OH)
OH
06/25/2021 - 06/28/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AKRON OH)
OH
04/09/2018 - 08/02/2019
RAYMOND JAMES & ASSOCIATES, INC. (BEACHWOOD OH)
OH
04/28/2008 - 04/09/2018
MCDONALD PARTNERS LLC (CLEVELAND OH)
WI
03/08/2007 - 10/25/2007
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
WI
02/26/2004 - 08/09/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MILWAUKEE WI)
MD
04/30/2001 - 02/23/2004
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
NY
02/12/1998 - 05/15/2001
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
MA
02/14/1997 - 09/19/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/14/1997 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NJ
07/10/1996 - 08/09/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 3/4/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/13/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 6/2/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/9/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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