Invested Better
Unclaimed

Unclaimed

Unclaimed

Ellen Jean Knezevich

Fifth Third Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ellen? Claim Your Profile

About Ellen Jean Knezevich

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.

Firm Information

Ellen Knezevich 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.

34 FOUNTAIN SQUARE PLAZA

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ellen Knezevich’s Registration & Firm History

IN

06/20/2007 - Present

Fifth Third Securities, Inc. (TERRE HAUTE IN)

Not sure if Ellen Jean Knezevich is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ellen Jean Knezevich.
Not sure if Ellen Jean Knezevich is right for you?