Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Holzwarth is a financial advisor in Cincinnati, Ohio and is currently registered with Fifth Third Securities, Inc. Eric is also a registered Investment Advisor in the state of Ohio. Eric has a Series 7TO, Series 6, and Series 63 license, as well as a Series 65 license. Eric joined Fifth Third Securities, Inc. in May 2014 and has been an advisor for over 9 years. Fifth Third Securities, Inc. is a registered broker-dealer and investment advisor with approximately $1 billion to $10 billion in assets under management. They serve individuals, corporations, pension and profit-sharing plans, and other institutions. Fifth Third Securities, Inc. offers investment management, financial planning, and other advisory services.
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
OH
10/28/2016 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
IA
Issued 12/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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