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Shailesh Patel

Fifth Third Securities, Inc.

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About Shailesh Patel

Shailesh Patel is a registered representative with Fifth Third Securities, Inc. Shailesh is a securities professional with over 15 years of experience. Shailesh has experience with a wide range of investment products and services, including portfolio management for businesses and individuals. Shailesh has also worked with Wells Fargo Securities, LLC, BANC OF AMERICA SECURITIES LLC, FLEET SECURITIES, INC., and FLEETBOSTON ROBERTSON STEPHENS INC. Shailesh is licensed in 52 states and holds Series 7, 63, 57TO, 79TO, 99TO and SIE licenses.

Firm Information

Shailesh Patel is currently registered with Fifth Third Securities, Inc.. Fifth Third Securities, Inc. is a corporation headquartered in Cincinnati, Ohio. Founded in 1925, the firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Fifth Third Securities, Inc. manages over $7.9 billion in assets for a diverse range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also participates in a wrap fee program.
Fifth Third Securities, Inc.

34 FOUNTAIN SQUARE PLAZA

CINCINNATI, OH 45263

$7.98B

Assets Under Management

Not reported

Total Clients

1,080

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sponsor wrap fee program

Sponsor wrap fee program

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shailesh Patel’s Registration & Firm History

TN

10/15/2020 - Present

Fifth Third Securities, Inc. (NASHVILLE TN)

MA

08/07/2009 - 01/29/2020

WELLS FARGO SECURITIES, LLC (BOSTON MA)

MA

03/23/2006 - 05/31/2006

BANC OF AMERICA SECURITIES LLC (BOSTON MA)

TX

09/05/2000 - 07/22/2004

FLEET SECURITIES, INC. (DALLAS TX)

CA

07/21/2000 - 09/05/2000

FLEETBOSTON ROBERTSON STEPHENS INC. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 11/03/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shailesh Patel.
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