Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tucker? Claim Your ProfileTucker Morrison Veenis is an investment advisor representative at Fifth Third Wealth Advisors LLC, a firm based in Cincinnati, Ohio. Tucker has over 15 years of experience in the industry and holds Series 7, 65 and 66 licenses. Tucker is currently registered with the states of Ohio, Pennsylvania and Texas. Tucker specializes in providing financial planning, portfolio management, and selection of other advisors for high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. Before joining Fifth Third Wealth Advisors LLC, Tucker was associated with BNY Mellon Wealth Management in Pittsburgh, Pennsylvania.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
01/22/2024 - Present
Fifth Third Wealth Advisors LLC (Pittsburgh PA)
PA
10/04/2007 - 05/05/2014
MID ATLANTIC CAPITAL CORPORATION (PITTSBURGH PA)
IA
Issued 01/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Tucker Veenis is the right advisor for you? Invested Better is here to help.
