Allison SiegelCRD Number: 5980662
Current Firm: Fifth Third Securities, Inc.
Allison Siegel (CRD# 5980662) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Fort Wayne, IN and has over 6 years of experience in the finance industry.
Ami Investment Management Inc.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
|Fifth Third Securities||Fort Wayne, IN||Nov 2016 - Current||1|
|Pnc Investments LLC||Fort Wayne, IN||Aug 2011 - Nov 2016||5|
|Pnc Bank N.a.||Fort Wayne, IN||Mar 2007 - Nov 2016||9|
|Pnc Bank||Fort Wayne, IN||Mar 2007 - Nov 2016||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2011|
|S65||NASAA Investment Advisors Law Examination||May 2013|
Total Assets Under Management888MILLIONS
Total Number of Accounts4,990ACCOUNTS
Average Account Value$177,914
- 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