Unclaimed
Jeffrey O'Bryan is an investment advisor representative with Fifth Third Securities, Inc., and has been in the industry since October 1998. Jeffrey's career has included roles at The Huntington Investment Company and Morgan Stanley DW Inc. Jeffrey specializes in providing investment advice to individuals, businesses, and charitable organizations. Jeffrey is registered with the state of Kentucky and Texas as an investment advisor representative. Jeffrey is also a registered representative in Alabama, Arkansas, Colorado, Florida, Georgia, Indiana, Kentucky, Missouri, Ohio, Pennsylvania, Tennessee, Texas and Virginia.
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
KY
08/25/2014 - Present
Fifth Third Securities, Inc. (EDGEWOOD KY)
OH
10/01/2002 - 07/25/2003
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
NY
09/17/1998 - 09/18/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 10/1/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/6/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 9/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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