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Milan Rashmikant Patel

Fifth Third Securities, Inc.

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About Milan Rashmikant Patel

Milan Patel is a financial advisor who has been working in the industry since 1993. Milan is currently registered with Fifth Third Securities, Inc. and has been with the firm since 2004. Milan is registered as a Registered Representative (RA) in Ohio. Milan also has experience with Fifth Third Securities, Inc., where he was registered as a Broker-Dealer. Milan has a Series 63, Series 65, and Series 24 license, and is a Certified Financial Planner. Milan is registered to provide investment advice to individuals, businesses, pension plans, pooled investment vehicles, and charitable organizations. Milan is a registered in 21 states and the District of Columbia.

Firm Information

Milan Patel 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.

225 WEST MAIN STREET

MASON, OH 45040

$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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Milan Patel’s Registration & Firm History

OH

11/22/2004 - Present

Fifth Third Securities, Inc. (MASON OH)

OH

02/24/1993 - 03/27/1999

FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)

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Licenses & Designations

IA

Issued 3/16/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 6/25/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 5/16/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 2/22/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Milan Rashmikant Patel. Review regulatory record here.
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