Unclaimed
Abby Aey is a financial advisor at Fifth Third Securities, Inc. Abby has been in the financial industry since December 2012 and currently holds registrations with FINRA, the state of Ohio, and other states. Abby specializes in providing financial planning, portfolio management, and selection of other advisors for individuals and businesses. Abby also provides other advisory services, including sponsor wrap fee programs.
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
10/17/2016 - Present
Fifth Third Securities, Inc. (WEST CHESTER OH)
OH
02/23/2012 - 09/27/2012
NYLIFE SECURITIES LLC (DAYTON OH)
IA
Issued 10/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/2/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/6/2021
Series 24 - General Securities Principal Examination
BC
Issued 9/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/22/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Abby Aey is the right advisor for you? Invested Better is here to help.