linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Steven Hart

Fifth Third Securities, Inc.

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

About Steven Hart

Steven Hart is a registered representative of Fifth Third Securities, Inc. Steven has been in the industry for over 12 years and has experience with various firms, including Charles Schwab & Co., Inc., E*TRADE Securities LLC and LPL Financial LLC. Steven holds multiple licenses including Series 7 and Series 63, and is registered in several states. Steven has experience providing financial planning and portfolio management services to individuals and businesses. Steven currently works with clients in Florida and other states, and is dedicated to helping them achieve their financial goals.

Firm Information

Steven Hart 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.

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.

Steven Hart’s Registration & Firm History

FL

04/04/2024 - Present

Fifth Third Securities, Inc. (LARGO FL)

FL

09/20/2023 - 04/04/2024

NEXT FINANCIAL GROUP, INC. (Tampa FL)

GA

10/20/2015 - 01/03/2020

CHARLES SCHWAB & CO., INC. (Atlanta GA)

GA

02/24/2014 - 09/29/2015

E*TRADE SECURITIES LLC (ALPHARETTA GA)

GA

08/09/2012 - 03/27/2014

LPL FINANCIAL LLC (ALPHARETTA GA)

GA

07/15/2011 - 07/10/2012

EDWARD JONES (SUWANEE GA)

Not sure if Steven Hart is right for you?

Licenses & Designations

BC

Issued 01/26/2024

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 10/10/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Hart.
Not sure if Steven Hart is right for you?