Unclaimed
Russell Whitney Benz is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, Ohio. Russell has been in the financial industry since 2001 and has a Series 6, 7, 24, 63, and 65 licenses. Russell provides a range of financial services to individuals, businesses, and institutions, including financial planning, portfolio management, and selection of other advisors. Fifth Third Securities, Inc. manages over $7 billion in assets for its clients and provides various financial services, including portfolio management for individuals, businesses, and pooled investment vehicles.
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 9/6/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/3/2003
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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