Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ali? Claim Your ProfileAli Kae Hilvers is an investment advisor representative who has been in the financial industry since 1999. Ali is currently registered with Fifth Third Securities, Inc. Ali has passed the Series 7, Series 10, Series 9, Series 24, Series 63, and Series 66 exams. They have been registered with the state of Ohio since 2015. Ali has worked with Fidelity Brokerage Services LLC in the past. Ali currently specializes in the following areas: Portfolio management for individuals, Portfolio management for businesses, Selection of other advisors, and Financial planning.
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
07/16/2015 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
KY
02/01/1999 - 02/04/2015
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 08/30/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 09/14/2015
Series 24 - General Securities Principal Examination
BC
Issued 08/30/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/09/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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