Unclaimed
Sean Menke is a financial professional with over 10 years of experience in the financial services industry. Sean is a registered representative with Fifth Third Securities, Inc., a firm that offers a range of investment and advisory services. Sean specializes in providing financial planning, portfolio management, and selection of other advisors to individuals, corporations, and businesses. Sean is also registered as an investment advisor in Kentucky and Ohio.
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
08/29/2022 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
OH
11/18/2021 - 08/25/2022
EQUITABLE ADVISORS, LLC (CINCINNATI OH)
OH
09/02/2021 - 11/02/2021
W&S BROKERAGE SERVICES, INC. (LOVELAND OH)
KY
10/06/2020 - 06/28/2021
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
IA
Issued 2/25/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/6/2020
Series 7TO - General Securities Representative Examination
BC
Issued 9/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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