Unclaimed
Rene Mercadante is an investment advisor representative associated with Fifth Third Securities, Inc. Rene has been active in the investment industry for over 20 years. Rene has the Series 7 and Series 66 securities licenses. Rene also holds the Series 63 license which allows Rene to conduct business in multiple states. Rene is registered with the state of Ohio as an investment advisor.
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 03/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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