Unclaimed
Jennifer Medlin is a financial advisor at Fifth Third Securities, Inc. Jennifer has been in the industry for over 5 years and is registered to provide investment advice in a number of states. Jennifer's current office is located in Fort Wayne, Indiana. Previously, Jennifer Medlin was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Scottrade, Inc. Jennifer Medlin is a Series 7 and 63 licensed professional.
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
IN
02/27/2020 - Present
Fifth Third Securities, Inc. (FORT WAYNE IN)
IN
06/08/2018 - 02/25/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WAYNE IN)
IN
02/18/2016 - 03/09/2018
SCOTTRADE, INC. (FT. WAYNE IN)
IA
Issued 08/10/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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