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Paul Riggert is a registered investment advisor representative with Fifth Third Securities, Inc., licensed in Ohio. Paul has been in the securities industry since 2021. Paul is a Series 63 and Series 65 licensed representative, with product licenses in Series 6TO and SIE. Paul is currently registered with Fifth Third Securities, Inc. Paul is a specialist in financial planning, portfolio management for individuals, and portfolio management for businesses. Paul has experience working with clients including high-net-worth individuals, charitable organizations, individuals other than high-net-worth, corporations, and pension and profit-sharing plans. Paul is committed to providing personalized financial advice and investment management services to clients.
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
OH
04/12/2022 - Present
Fifth Third Securities, Inc. (WORTHINGTON OH)
IA
Issued 4/11/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/7/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 9/2/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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