Unclaimed
Michael Dodge is a financial advisor with Fifth Third Securities, Inc. Michael has been working in the financial services industry since 2019. Michael is a Certified Financial Planner and a Chartered Financial Consultant. Michael has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Michael's specializations include financial planning, portfolio management, and insurance. Michael has worked with clients in many states, including Florida, Pennsylvania, and Ohio.
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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2
FL
11/30/2023 - Present
Fifth Third Securities, Inc. (NAPLES FL)
FL
02/18/2022 - 11/21/2023
FIDELITY BROKERAGE SERVICES LLC (NAPLES FL)
PA
09/18/2019 - 01/25/2022
MML INVESTORS SERVICES, LLC (STATE COLLEGE PA)
BOTH
Issued 10/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 8/7/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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