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Craig M Oney

Fifth Third Securities, Inc.

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About Craig M Oney

Craig Oney is a financial advisor who has been active in the industry since 2007. Craig is a registered representative with Fifth Third Securities, Inc., and is registered to provide investment advice in the state of Ohio. Craig has passed the Series 7, Series 24, Series 53, Series 66 and SIE exams. Craig is also a licensed agent in 51 states. Craig has a long history of providing investment advice to individuals, businesses, and institutions. Craig is committed to providing his clients with the highest level of service and helping them achieve their financial goals.

Firm Information

Craig Oney 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.

5001 KINGSLEY DRIVE

CINCINNATI, OH 45263

$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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Craig Oney’s Registration & Firm History

OH

02/22/2012 - Present

Fifth Third Securities, Inc. (CINCINNATI OH)

OH

07/17/2007 - 10/02/2007

PRIMEVEST FINANCIAL SERVICES, INC. (WORTHINGTON OH)

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Licenses & Designations

BOTH

Issued 2/7/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 4/29/2014

Series 53 - Municipal Securities Principal Examination

BC

Issued 4/26/2010

Series 24 - General Securities Principal Examination

BC

Issued 1/2/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/16/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Craig M Oney.
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