Unclaimed
Logan Petre is a financial professional affiliated with Fifth Third Securities, Inc. Logan is a registered Investment Advisor Representative in Indiana and holds Series 63, 65 and 6TO licenses, as well as the SIE exam. Logan's work experience includes roles at Fifth Third Bank, Ruoff Mortgage, GNC, Dunham's Sports, Dekalb High School and Fifth Third Securities. Logan specializes in providing financial advice and services to individuals, families and businesses.
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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IN
06/24/2024 - Present
Fifth Third Securities, Inc. (CARMEL IN)
IA
Issued 6/24/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/13/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/17/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 3/8/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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