Unclaimed
Megan Raleigh is a registered representative at Fifth Third Securities, Inc. Megan has over 20 years of experience in the financial industry. Megan’s previous employment was at Merrill Lynch, Pierce, Fenner & Smith Incorporated, which she left in 2003. Megan is licensed to provide financial advice and services in Kentucky and Ohio. Megan has passed the Series 66, Series 7, Series 14, Series 24, and Series 99TO examinations. Megan specializes in Portfolio Management for individuals and businesses. She is a Registered Representative and Investment Advisor Representative of Fifth Third Securities, Inc., member FINRA/SIPC.
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
05/22/2007 - Present
Fifth Third Securities, Inc. (CLEVELAND OH)
NY
06/12/2002 - 06/26/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 3/9/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/7/2023
Series 14 - Compliance Officer Examination
BC
Issued 10/7/2011
Series 24 - General Securities Principal Examination
BC
Issued 3/7/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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