Unclaimed
Sheetal Shah Rai is a registered representative with Fifth Third Securities, Inc., based in Chicago, IL. Sheetal has been in the industry since 2004 and holds the Series 7, Series 63, and SIE licenses. Sheetal is registered with the state of Illinois and 50 other states. In addition to representing Fifth Third Securities, Inc., Sheetal has been registered with multiple financial firms throughout their career.
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
IL
05/13/2004 - Present
Fifth Third Securities, Inc. (CHICAGO IL)
BC
Issued 6/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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