Unclaimed
Ellen Knezevich is a registered representative of Fifth Third Securities, Inc. with over 20 years of experience in the financial services industry. Ellen has a strong background in providing financial guidance to individuals and businesses, and she is passionate about helping her clients achieve their financial goals. She has held various positions at Fifth Third Bank and Fifth Third Securities, Inc. where she gained extensive knowledge of the financial markets and investment strategies. She holds Series 63, 66 and 7 licenses. Ellen is committed to providing her clients with personalized attention and a comprehensive approach to financial planning.
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
IN
06/20/2007 - Present
Fifth Third Securities, Inc. (TERRE HAUTE IN)
BOTH
Issued 03/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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