Matthew WardCRD Number: 7099442
Current Firm: Fifth Third Securities, Inc.
Matthew Ward (CRD# 7099442) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Winter Garden, FL and has over 3 years of experience in the finance industry.
Securian Financial Services, Inc.
Certified Advisory Corp
Financial Harvest Wealth Advisors
|Fifth Third Securities||Huber Heights, OH||Mar 2019 - Current||3|
|Fifth Third Bank||Huber Heights, OH||Apr 2018 - Current||4|
|Reynolds And Reynolds||Kettering, OH||Jun 2014 - Apr 2018||3|
|Hhgregg Appliances & Electronics||Beavercreek, OH||Sep 2005 - Jun 2014||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2019|
|S65||NASAA Investment Advisors Law Examination||Sep 2019|
Total Assets Under Management8,855MILLIONS
Total Number of Accounts40,305ACCOUNTS
Average Account Value$219,705
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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