Invested Better
Unclaimed

Unclaimed

Unclaimed

Eric Richard Schlinger

Fifth Third Securities, Inc.

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

About Eric Richard Schlinger

Eric Schlinger is a registered representative of Fifth Third Securities, Inc. Eric has been in the industry since October 2003. Eric is located in Cincinnati, OH and is licensed to operate in Kentucky and Ohio.

Firm Information

Eric Schlinger 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.

38 FOUNTAIN SQUARE PLAZA

CINCINNATI, OH 45202

$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.

Eric Schlinger’s Registration & Firm History

OH

08/05/2014 - Present

Fifth Third Securities, Inc. (CINCINNATI OH)

OH

05/12/2011 - 04/08/2013

FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)

KY

02/28/2011 - 04/21/2011

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

KY

05/19/1999 - 09/06/2006

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

RI

12/05/1997 - 05/14/1999

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

Not sure if Eric Richard Schlinger is right for you?

Licenses & Designations

BOTH

Issued 3/2/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 3/11/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 1/2/2023

Series 14 - Compliance Officer Examination

BC

Issued 11/10/2011

Series 53 - Municipal Securities Principal Examination

BC

Issued 6/24/2011

Series 24 - General Securities Principal Examination

BC

Issued 11/13/2002

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/7/2002

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 3/7/2023

Series 99TO - Operations Professional Examination

BC

Issued 1/2/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 2/25/2011

Series 7 - General Securities Representative Examination

BC

Issued 11/19/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Richard Schlinger.
Not sure if Eric Richard Schlinger is right for you?