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Megan Jane Raleigh

Fifth Third Securities, Inc.

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About Megan Jane Raleigh

Megan Raleigh is a financial advisor with Fifth Third Securities, Inc., working in the Cleveland area. Megan has been in the financial services industry since June 2002. She has a strong background in investment advising, having worked previously with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Megan is registered as a registered representative with FINRA and an investment advisor representative in Ohio and Kentucky. She is also licensed to offer securities products through Fifth Third Securities.

Firm Information

Megan Raleigh is currently registered with Fifth Third Securities, Inc.. Fifth Third Securities, Inc. is a corporation headquartered in Cincinnati, Ohio. Founded in 1925, the firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Fifth Third Securities, Inc. manages over $7.9 billion in assets for a diverse range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also participates in a wrap fee program.
Fifth Third Securities, Inc.

34 FOUNTAIN SQUARE PLAZA

CINCINNATI, OH 45263

$7.98B

Assets Under Management

Not reported

Total Clients

1,080

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sponsor wrap fee program

Sponsor wrap fee program

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Megan Raleigh’s Registration & Firm History

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)

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Licenses & Designations

BOTH

Issued 03/09/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/07/2023

Series 14 - Compliance Officer Examination

BC

Issued 10/07/2011

Series 24 - General Securities Principal Examination

BC

Issued 03/07/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Megan Jane Raleigh.
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