John TrappCRD Number: 5342704
Current Firm: Fifth Third Securities, Inc.
John Trapp (CRD# 5342704) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Columbus, OH and has over 10 years of experience in the finance industry. John Trapp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Rebel Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pds Planning Inc.
|Fifth Third||Columbus, OH||Feb 2009 - Current||9|
|Fifth Third Securities||Columbus, OH||Feb 2009 - Current||9|
|Natcity Investments Inc.||Columbus, OH||May 2007 - Feb 2009||1|
|Spherion/nationwide Insurance||Columbus, OH||Aug 2006 - Mar 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2007|
|S66||NASAA Uniform Combined State Law Examination||Apr 2011|
Total Assets Under Management813MILLIONS
Total Number of Accounts4,744ACCOUNTS
Average Account Value$171,395
- A percentage of assets under your management
- 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