Unclaimed
Rene Mercadante is an investment advisor representative at Fifth Third Securities, Inc. with over 20 years of experience in the industry. Rene has been registered with the firm since 2001. Rene is a licensed investment advisor representative in 21 states, and holds a Series 66, Series 63, Series 7 and SIE. Rene's specializations include providing financial planning and portfolio management services for individuals and businesses. Rene's work is primarily focused on providing financial planning and portfolio management services to individuals and businesses.
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
03/13/2007 - Present
Fifth Third Securities, Inc. (MAYFIELD HEIGHTS OH)
OH
01/22/2001 - 10/19/2001
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
09/27/1999 - 01/05/2001
MAXUS SECURITIES CORP (CLEVELAND OH)
BOTH
Issued 3/9/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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