Unclaimed
Alissa Ward is a financial advisor with Fifth Third Securities, Inc., a firm with over $1 billion in assets under management. Alissa has been in the financial industry since 2012 and is registered to provide investment advice in 51 states. She holds Series 63, SIE, and Series 7 licenses. She works with a diverse range of clients, including high-net-worth individuals, corporations, and pension plans. Alissa's focus is on providing financial planning and portfolio management services.
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
OH
06/15/2015 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
GA
10/02/2012 - 06/12/2015
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
GA
02/17/2012 - 03/15/2013
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
BC
Issued 3/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alissa Ward is the right advisor for you? Invested Better is here to help.