Unclaimed
Terri Ballard is an investment advisor representative who has been in the industry since June 2002. She is currently registered with Fifth Third Securities, Inc., and is active in Indiana and other states. Terri has worked with Fifth Third Securities since January 1999. Terri holds a Series 6, 7, 63 and 65 licenses as well as the SIE exam. Terri specializes in providing financial planning, portfolio management, and selection of other advisors services.
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
IN
08/28/2008 - Present
Fifth Third Securities, Inc. (GREENWOOD IN)
IA
Issued 8/27/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 6/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Terri Ballard is the right advisor for you? Invested Better is here to help.