Unclaimed
Dallas Riddle is a registered representative with Fifth Third Securities, Inc. Dallas has been in the securities industry since July 14, 1993 and has been with Fifth Third Securities, Inc. since May 2001. Riddle has been a registered Investment Advisor Representative (IAR) with Fifth Third Securities, Inc. since February 5, 2010. Dallas is licensed in 17 states and has passed the Series 7, Series 63, and Series 65 examinations. Dallas specializes in working with individual investors, families, businesses, pension and profit-sharing plans, charitable organizations and pooled investment vehicles.
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 8/4/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/2/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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