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Chi fung Cheng

Fifth Third Securities, Inc.

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About Chi fung Cheng

Chi fung Cheng is a financial advisor with Fifth Third Securities, Inc., who has been in the financial industry since October 10, 2009. Cheng is registered with FINRA and has been licensed to sell securities in all 50 states, as well as Puerto Rico. Cheng has Series 7, Series 63, and SIE licenses and has held previous positions with JANNEY MONTGOMERY SCOTT LLC, FIRST NEW YORK SECURITIES L.L.C., MPS FIXED INCOME LLC, and PALI CAPITAL, INC.. Cheng focuses on providing financial planning services, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

Chi fung Cheng is currently registered with Fifth Third Securities, Inc.. Fifth Third Securities, Inc. is a corporation headquartered in Cincinnati, Ohio. Founded in 1925, the firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Fifth Third Securities, Inc. manages over $7.9 billion in assets for a diverse range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also participates in a wrap fee program.
Fifth Third Securities, Inc.

34 FOUNTAIN SQUARE PLAZA

CINCINNATI, OH 45263

$7.98B

Assets Under Management

Not reported

Total Clients

1,080

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sponsor wrap fee program

Sponsor wrap fee program

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chi fung Cheng’s Registration & Firm History

NY

08/05/2016 - Present

Fifth Third Securities, Inc. (NEW YORK NY)

NY

03/07/2016 - 07/28/2016

JANNEY MONTGOMERY SCOTT LLC (NEW YORK NY)

NY

11/07/2012 - 09/22/2015

JANNEY MONTGOMERY SCOTT LLC (NEW YORK NY)

NY

02/16/2010 - 10/05/2012

FIRST NEW YORK SECURITIES L.L.C. (NEW YORK NY)

NY

06/07/2011 - 10/04/2012

MPS FIXED INCOME LLC (NEW YORK NY)

NY

03/19/2009 - 05/11/2010

PALI CAPITAL, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/19/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chi fung Cheng.
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