Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cathleen? Claim Your ProfileCathleen Cunningham is a registered representative with Fifth Third Securities, Inc. She is licensed in Kentucky, Michigan and Ohio and has been in the industry since August 2021. Cathleen specializes in providing financial planning and portfolio management services to individuals, businesses and charitable organizations. She is also qualified to provide services for investment company products and variable contracts.
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.
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MI
05/01/2023 - Present
Fifth Third Securities, Inc. (GRAND HAVEN MI)
IA
Issued 5/1/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/8/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/3/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 6/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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