Unclaimed
Anastasia Ebert is an investment advisor representative with Fifth Third Securities, Inc. based in Cincinnati, Ohio. Anastasia has been in the industry since February 2009. Anastasia has a Series 6, Series 7, Series 24, Series 63 and Series 65 licenses. Anastasia Ebert is registered with the state of Ohio, as well as 15 other states. Anastasia Ebert has been registered with FINRA since October 2016. Anastasia Ebert specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses.
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.
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2
OH
10/28/2016 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
IA
Issued 10/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/31/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/9/2018
Series 7 - General Securities Representative Examination
BC
Issued 2/20/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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