Unclaimed
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.
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
06/12/2014 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
RI
07/10/2000 - 08/29/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
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
Active
Inactive
F
FINRA
Not sure Balisha Merritt is the right advisor for you? Invested Better is here to help.