Unclaimed
Alisha Merkel is a registered representative with Fifth Third Securities, Inc. Alisha is registered with the state of Ohio and Indiana and holds the Series 63 and 65 licenses as well as the Series 6 and SIE exams. Alisha has been in the industry since November 11, 2015. Alisha is also a licensed agent with Thoughtful Travelers. Alisha specializes in Financial Planning, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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
04/06/2017 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
IA
Issued 4/19/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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