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Sarah Ann Kellard

Fifth Third Securities, Inc.

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About Sarah Ann Kellard

Sarah Ann Kellard is a Registered Representative and Investment Advisor Representative with Fifth Third Securities, Inc.. Sarah has been in the securities industry for over 26 years. Sarah Ann Kellard is licensed to provide investment advice in Florida and several other states.

Firm Information

Sarah Kellard 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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Sarah Kellard’s Registration & Firm History

FL

05/27/2009 - Present

Fifth Third Securities, Inc. (NAPLES FL)

WI

11/26/2002 - 02/28/2005

INVEST FINANCIAL CORPORATION (APPLETON WI)

NJ

12/05/2001 - 11/29/2002

FUTURESHARE FINANCIAL LLC (JERSEY CITY NJ)

IN

11/20/2001 - 12/05/2001

CONSECO SECURITIES, INC. (CARMEL IN)

MA

12/06/1994 - 07/06/2001

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

MA

06/30/1994 - 12/31/1994

MFS FINANCIAL SERVICES, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 05/22/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/15/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/20/2007

Series 24 - General Securities Principal Examination

BC

Issued 04/26/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/10/2004

Series 7 - General Securities Representative Examination

BC

Issued 06/29/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sarah Ann Kellard.
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