Unclaimed
Austin Ward is a financial advisor based in Cincinnati, OH. Austin has been working in the industry since 2024 and is registered as a securities agent in Ohio through Fifth Third Securities, Inc. He is a licensed series 63, SIE and Series 6TO. Austin holds his Series 63, SIE and Series 6TO licenses. Austin specializes in portfolio management for both individuals and 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
09/25/2024 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
BC
Issued 08/14/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/06/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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