Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dallas? Claim Your ProfileDallas Riddle is an active advisor with Fifth Third Securities, Inc. and has been in the industry since July 14, 1993. Dallas is registered with the state of Michigan as a Registered Representative and Investment Advisor Representative. Dallas has been with Fifth Third Securities, Inc. since May 2001. Prior to that Dallas was with Old Kent Financial Advisors, NatCity Investments, Inc. and NatCity Insurance Services, Inc. Dallas also has experience with Essex National Securities, Inc. and American Express Financial Advisors Inc. Dallas has a total of 18 years of experience working in the securities industry. Dallas holds the Series 63 and Series 65 licenses and the Series 7 and SIE licenses. Dallas is registered in 17 states and is a specializations in the areas of financial planning, portfolio management for businesses, portfolio management for individuals, and the sponsorship of a wrap fee program.
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.
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2
MI
02/05/2010 - Present
Fifth Third Securities, Inc. (CALEDONIA MI)
MI
12/22/1999 - 05/02/2001
OLD KENT FINANCIAL ADVISORS (GRAND RAPIDS MI)
OH
04/23/1998 - 12/06/1999
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
01/05/1995 - 12/06/1999
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
CA
06/15/1994 - 01/05/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MN
06/30/1993 - 06/16/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/30/1993 - 06/16/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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