Unclaimed
Abby Aey is a financial advisor with Fifth Third Securities, Inc. based in WEST CHESTER, OH. Abby has been in the financial services industry for over 10 years. Abby has a strong background in providing financial planning and portfolio management services for individuals and businesses. Abby specializes in portfolio management for individuals, portfolio management for businesses, selection of other advisors and financial planning. Abby also holds the Series 6, 7TO, 24, 63 and 65 licenses.
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 06/02/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2021
Series 24 - General Securities Principal Examination
BC
Issued 09/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2012
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.