linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Morrison

Fifth Third Securities, Inc.

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

About Matthew Morrison

Matthew Morrison is a financial advisor with Fifth Third Securities, Inc. in DAYTON, OH. Matthew has been in the industry since 2018. Matthew is registered with the state of Ohio and holds Series 6, Series 63, Series 65, and SIE licenses. Matthew has previously worked at THE HUNTINGTON INVESTMENT COMPANY and Foresters Financial Services, Inc.. Matthew's specializations include investment advisory services. Matthew has experience working with individual clients, high net worth individuals, and corporations.

Firm Information

Matthew Morrison 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.

39 WEST WHIPP RD

DAYTON, OH 45459

$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.

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.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Matthew Morrison’s Registration & Firm History

OH

04/07/2022 - Present

Fifth Third Securities, Inc. (DAYTON OH)

OH

02/08/2017 - 04/17/2020

THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)

OH

12/08/2016 - 12/13/2016

FORESTERS FINANCIAL SERVICES, INC. (DUBLIN OH)

Not sure if Matthew Morrison is right for you?

Licenses & Designations

IA

Issued 4/6/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 6/8/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/8/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Morrison.
Not sure if Matthew Morrison is right for you?