linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Balisha Na-lu-esta Merritt

Fifth Third Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Balisha? Claim Your Profile

About Balisha Na-lu-esta Merritt

Balisha Merritt is a registered investment advisor representative with Fifth Third Securities, Inc. based in Cincinnati, Ohio. Balisha has been in the industry since 2000 and has a strong background in financial services. Balisha is registered to provide investment advice in California, Ohio, and several other states. Balisha offers a variety of financial services, including financial planning, portfolio management, and selection of other advisors. Balisha is committed to providing her clients with personalized investment advice and helping them achieve their financial goals.

Firm Information

Balisha Merritt is currently registered with Fifth Third Securities, Inc.. Fifth Third Securities, Inc. is a corporation headquartered in Cincinnati, Ohio. Founded in 1925, the firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Fifth Third Securities, Inc. manages over $7.9 billion in assets for a diverse range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also participates in a wrap fee program.
Fifth Third Securities, Inc.

5001 KINGSLEY DRIVE

CINCINNATI, OH 45263

$7.98B

Assets Under Management

Not reported

Total Clients

1,080

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

sponsor wrap fee program

Sponsor wrap fee program

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Balisha Merritt’s Registration & Firm History

OH

06/12/2014 - Present

Fifth Third Securities, Inc. (CINCINNATI OH)

RI

07/10/2000 - 08/29/2005

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

Not sure if Balisha Na-lu-esta Merritt is right for you?

Licenses & Designations

BOTH

Issued 6/12/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 7/20/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/16/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/7/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Balisha Na-lu-esta Merritt.
Not sure if Balisha Na-lu-esta Merritt is right for you?