Unclaimed
Jarrett Mehalik is a registered representative with Fifth Third Securities, Inc. Jarrett has been in the securities industry since November 2001. Jarrett has served as a financial advisor for over 20 years. Jarrett specializes in financial planning, portfolio management, and providing other financial services to individual and corporate clients. Jarrett is also licensed to offer insurance products and has a variety of investment products available.
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
03/27/2018 - Present
Fifth Third Securities, Inc. (MENTOR OH)
OH
04/05/2013 - 03/10/2014
AMERIPRISE FINANCIAL SERVICES, INC. (INDEPENDENCE OH)
OH
06/09/2010 - 10/24/2011
SECURITIES AMERICA, INC. (STRONGSVILLE OH)
KY
01/01/2008 - 06/22/2010
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
UT
06/07/2000 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
BOTH
Issued 3/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/12/2009
Series 7 - General Securities Representative Examination
BC
Issued 6/6/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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