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Matthew G Martin

Fifth Third Securities, Inc.

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About Matthew G Martin

Matthew G. Martin is a financial advisor who has been in the industry since December 2011. Matthew is currently registered with Fifth Third Securities, Inc. and has been with the firm since May 2018. Matthew has also previously worked at KEY INVESTMENT SERVICES LLC and WELLS FARGO ADVISORS, LLC. Matthew is a Series 7, Series 66 and SIE licensed representative. Matthew specializes in providing financial advice to individuals, businesses, high-net-worth individuals, insurance companies, investment companies, corporations, trusts and estates, charitable organizations, pension and profit sharing plans, and pooled investment vehicles.

Firm Information

Matthew Martin 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.

34 FOUNTAIN SQUARE PLAZA

CINCINNATI, OH 45263

$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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Matthew Martin’s Registration & Firm History

OH

05/30/2018 - Present

Fifth Third Securities, Inc. (COLUMBUS OH)

OH

10/24/2013 - 05/15/2018

KEY INVESTMENT SERVICES LLC (HILLIARD OH)

OH

08/26/2011 - 07/16/2013

WELLS FARGO ADVISORS, LLC (COLUMBUS OH)

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Licenses & Designations

BOTH

Issued 09/16/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew G Martin.
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