Unclaimed
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.
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
11/22/2004 - Present
Fifth Third Securities, Inc. (MASON OH)
OH
02/24/1993 - 03/27/1999
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
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
Active
Inactive
F
FINRA
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