Unclaimed
Richard Parsson is an investment advisor representative with Fifth Third Securities, Inc. Richard has been in the securities industry since January 7, 2007. Richard has a Series 7, 24, 63 and 65 licenses and holds registrations in 13 states including Ohio, Arizona, California, Florida, Hawaii, Idaho, Illinois, Indiana, Nevada, Pennsylvania, Texas, and Wisconsin. Richard has worked for several firms including PNC Investments and Citizens Securities. The investment advisor representative specializes in retirement planning, college planning, estate planning, and business planning.
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
01/10/2022 - Present
Fifth Third Securities, Inc. (MEDINA OH)
OH
10/23/2015 - 01/11/2022
CITIZENS SECURITIES, INC. (FAIRLAWN OH)
OH
09/01/2010 - 10/26/2015
PNC INVESTMENTS (CLEVELAND OH)
OH
09/24/2007 - 08/05/2010
AMFIN INVESTMENT SERVICES, INC. (CLEVELAND OH)
GA
10/13/2006 - 07/25/2007
E*TRADE SECURITIES LLC (ALPHARETTA GA)
IA
Issued 12/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/7/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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