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John Wilson

Fifth Third Securities, Inc.

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About John Wilson

John Wilson is a financial advisor with Fifth Third Securities, Inc. John has been working in the financial industry since 1994 and has a diverse background in various financial institutions. John holds Series 7, 24, 4, 53, 63 and 65 licenses. John specializes in providing financial planning, portfolio management and selection of other advisors. John primarily serves individuals, high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, and charitable organizations.

Firm Information

John Wilson 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.

1130 NORTH HARRISON AVE

CARY, NC 27513

$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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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percentage of assets

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

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John Wilson’s Registration & Firm History

NC

05/23/2023 - Present

Fifth Third Securities, Inc. (CARY NC)

TN

05/31/2017 - 05/08/2023

CETERA INVESTMENT SERVICES LLC (KNOXVILLE TN)

NC

06/16/2016 - 05/31/2017

PNC INVESTMENTS (RALEIGH NC)

NC

05/23/2012 - 03/28/2016

FIDELITY BROKERAGE SERVICES LLC (RALEIGH NC)

NC

09/01/2011 - 05/30/2012

LPL FINANCIAL LLC (RALEIGH NC)

NC

09/23/2008 - 09/06/2011

WELLS FARGO ADVISORS, LLC (RESEARCH TRIANGLE PARK NC)

NY

01/15/2008 - 06/06/2008

METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)

NC

07/30/2004 - 09/25/2007

SUNTRUST INVESTMENT SERVICES, INC. (CARY NC)

MO

01/03/2001 - 07/19/2004

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

02/01/2000 - 11/30/2000

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

MO

09/28/1999 - 11/16/1999

EDWARD JONES (ST. LOUIS MO)

NY

03/31/1999 - 11/12/1999

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

CA

04/28/1995 - 03/12/1999

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

IL

08/15/1994 - 01/12/1995

CHASE MANHATTAN INVESTMENT SERVICES, INC. (CHICAGO IL)

NY

06/30/1993 - 08/26/1994

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/24/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 7/1/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 6/29/2006

Series 53 - Municipal Securities Principal Examination

BC

Issued 3/17/2005

Series 4 - Registered Options Principal Examination

BC

Issued 10/8/1997

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 6/28/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Wilson. Review regulatory record here.
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