Unclaimed
Christopher Dunlevy is a registered representative with Fifth Third Securities, Inc., located in Cincinnati, Ohio. Christopher has been in the financial services industry since July 2019. Christopher is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7TO and Series 63 licenses. Christopher also holds the Securities Industry Essentials (SIE) exam. Christopher's firm, Fifth Third Securities, Inc., manages approximately $1 billion - $10 billion in assets and provides advisory services such as financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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
01/06/2023 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
KY
02/04/2019 - 08/05/2022
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BC
Issued 02/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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