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Amy Suzanne Wills

Fifth Third Securities, Inc.

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About Amy Suzanne Wills

Amy Wills is a registered investment advisor representative and has been in the industry since 2001. Amy is currently registered with Fifth Third Securities, Inc., a broker-dealer with offices in West Chester, OH. Amy has passed the Series 63, Series 66, Series 7, and SIE exams. Amy is registered in 21 states, including Ohio, California, Florida, and Illinois. Amy is also registered as an investment advisor representative in Ohio. Amy has experience working at The Huntington Investment Company in Columbus, OH.

Firm Information

Amy Wills is currently registered with Fifth Third Securities, Inc.. Fifth Third Securities, Inc. is a corporation headquartered in Cincinnati, Ohio. Founded in 1925, the firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Fifth Third Securities, Inc. manages over $7.9 billion in assets for a diverse range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also participates in a wrap fee program.
Fifth Third Securities, Inc.

7810 TYLERSVILLE SQUARE DRIVE

WEST CHESTER, OH 45069

$7.98B

Assets Under Management

Not reported

Total Clients

1,080

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sponsor wrap fee program

Sponsor wrap fee program

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amy Wills’s Registration & Firm History

OH

05/27/2008 - Present

Fifth Third Securities, Inc. (WEST CHESTER OH)

OH

10/18/2000 - 08/10/2001

THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)

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Licenses & Designations

BOTH

Issued 5/23/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 7/28/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Amy Suzanne Wills. Review regulatory record here.
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