Matthew ParksCRD Number: 5430848
Current Firm: Fifth Third Securities, Inc.
Matthew Parks (CRD# 5430848) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Centerville, OH and has over 8 years of experience in the finance industry.
U.s. Bancorp Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Fifth Third Securities||Dayton, OH||Dec 2019 - Current||1|
|Fifth Third Bank||Dayton, OH||Jul 2019 - Current||1|
|Jpmorgan Chase Bank, N.a.||Dayton, OH||Oct 2018 - Jul 2019||< 1|
|J.p. Morgan Securities LLC||Dayton, OH||Oct 2018 - Jul 2019||< 1|
|Pnc Bank||Vandalia, OH||Aug 2015 - Oct 2018||3|
|Pnc Investments||Vandalia, OH||Aug 2015 - Oct 2018||3|
|Fifth Third Securities||Dayton, OH||Jun 2012 - Sep 2015||3|
|Fifth Third Bank||Dayton, OH||Apr 2012 - Sep 2015||3|
|Jpmorgan Chase Bank, N.a.||Dayton, OH||Oct 2007 - Apr 2012||4|
|Chase Investment Services||Dayton, OH||Oct 2007 - Apr 2012||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2012|
|S65||NASAA Investment Advisors Law Examination||May 2020|
Total Assets Under Management1,543MILLIONS
Total Number of Accounts7,070ACCOUNTS
Average Account Value$218,178
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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