Unclaimed
Erick Primero is a registered representative with Fifth Third Securities, Inc., in Columbus, Ohio. Erick has worked in the financial services industry for 19 years. Erick has passed Series 6, 7TO, 63, 65, and 26 exams and has experience in securities brokerage and investment advisory services. Erick is registered to provide securities and investment advisory services in 34 states.
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
02/12/2024 - Present
Fifth Third Securities, Inc. (COLUMBUS OH)
OH
04/13/2023 - 09/08/2023
PARKLAND SECURITIES, LLC (New Albany OH)
OH
12/18/2018 - 04/21/2023
FIFTH THIRD SECURITIES, INC. (NEWARK OH)
OH
08/25/2014 - 01/24/2017
NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)
OH
10/10/2001 - 10/08/2013
NATIONWIDE SECURITIES, LLC (COLUMBUS OH)
OH
03/22/2007 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (DUBLIN OH)
IA
Issued 03/12/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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