Unclaimed
Christopher Dunlevy is a financial advisor with over 5 years of experience in the industry. Christopher is currently registered with Fifth Third Securities, Inc.. Christopher has previously been registered with FIDELITY BROKERAGE SERVICES LLC. Christopher has passed the Series 63, Series 7TO, SIE exams. Christopher also holds the no known designation. Christopher specializes in 1, 4, 5, 6 and provides advisory services to brokerage clients, helping them navigate securities trading and financial markets.
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 2/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/4/2019
Series 7TO - General Securities Representative Examination
BC
Issued 1/8/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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