Invested Better
Unclaimed

Unclaimed

Unclaimed

Keith Gregary Watson

Fifth Third Wealth Advisors LLC

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

About Keith Gregary Watson

Keith Gregary Watson is a financial advisor with Fifth Third Wealth Advisors LLC in Atlanta, Georgia. Keith has been working in the financial industry for over 20 years. Keith holds licenses in Georgia, Ohio and Texas. Keith is a Series 7, Series 24, and Series 63 licensed advisor. Before joining Fifth Third Wealth Advisors LLC, Keith was employed at Fifth Third Securities, Inc., SunTrust Robinson Humphrey, Inc., and SunTrust Investment Services, Inc. Keith specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

Keith Watson is currently registered with Fifth Third Wealth Advisors LLC. Fifth Third Wealth Advisors LLC is a Cincinnati, OH-based wealth management firm that manages $571,665,625 in regulatory assets across 389 accounts. The firm provides financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They serve high-net-worth individuals, charitable organizations, pooled investment vehicles, corporations or other businesses, individuals other than high-net-worth, and pension and profit-sharing plans.
Fifth Third Wealth Advisors LLC

38 FOUNTAIN SQUARE PLAZA

CINCINNATI, OH 45263

$571.67M

Assets Under Management

Not reported

Total Clients

44

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.

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

fixed fees

Set rates for specific services, regardless of time or assets managed.

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.

Keith Watson’s Registration & Firm History

GA

01/04/2024 - Present

Fifth Third Wealth Advisors LLC (Atlanta GA)

GA

10/06/2015 - 07/21/2021

FIFTH THIRD SECURITIES, INC. (ATLANTA GA)

GA

05/20/2014 - 09/17/2015

SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)

GA

10/07/2005 - 04/10/2014

SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)

MN

05/11/2004 - 09/15/2005

SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)

MA

06/26/2000 - 05/03/2004

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

06/26/2000 - 05/03/2004

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

Not sure if Keith Gregary Watson is right for you?

Licenses & Designations

BC

Issued 07/10/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/22/2024

Series 24 - General Securities Principal Examination

BC

Issued 03/22/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Keith Gregary Watson.
Not sure if Keith Gregary Watson is right for you?