Unclaimed
Russell Whitney Benz is a financial advisor currently registered with Fifth Third Securities, Inc. Russell has been in the financial industry since 2001. Russell's professional experience includes prior roles with RAYMOND JAMES FINANCIAL SERVICES, INC. Russell has earned the following securities licenses: Series 6, Series 7, Series 24, Series 63, and Series 65. The advisor is currently licensed in Arizona, Colorado, Florida, Illinois, Indiana, Kentucky, Michigan, Minnesota, Missouri, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Wisconsin, and Wyoming. The advisor's firm, Fifth Third Securities, Inc., has a total of 785 licensed agents and a total of 1228 registered representatives. The firm manages approximately $1 billion - $10 billion in assets.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
OH
05/11/2007 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
OH
04/25/2007 - 05/09/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (MASON OH)
OH
10/31/2001 - 04/26/2007
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
IA
Issued 09/06/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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