Unclaimed
Martin Flesher is an investment advisor representative at Fort Washington Investment Advisors Inc. Martin has 28 years of experience in the financial services industry. Martin is registered with the state of Ohio and has passed the Series 6, Series 7, Series 24, Series 63, Series 65, and SIE exams. Martin has also been a registered representative at Touchstone Securities, Inc., 2480 Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc One Securities Corporation.
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.
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.
Strategic management for diversified investment portfolios.
Sub-advisory
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
OH
09/13/2004 - Present
Fort Washington Investment Advisors Inc. (CINCINNATI OH)
OH
01/26/2016 - 04/08/2024
TOUCHSTONE SECURITIES, INC. (Cincinnati OH)
OH
01/03/2000 - 07/23/2004
2480 SECURITIES LLC (DAYTON OH)
NY
06/04/1996 - 12/23/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IL
04/03/1995 - 06/03/1996
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
01/05/1995 - 06/03/1996
BANC ONE SECURITIES CORPORATION
IL
04/29/1993 - 12/31/1994
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 05/31/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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