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Corey Zizelman is a registered representative with Fifth Third Securities, Inc. in Dublin, Ohio. Corey has been working in the financial services industry since 2019. Corey has passed the Series 63, Series 65, and Series 6TO exams. Corey holds an active registration with the state of Ohio as an investment advisor representative. Corey is also registered with the state of Ohio as a broker. Fifth Third Securities, Inc. is a large firm based in Cincinnati, Ohio, managing over $7 billion in assets for clients. The firm's assets are primarily managed on a discretionary basis. The firm's primary business is providing investment advice to a range of clients, including individuals, high net worth individuals, corporations and other businesses, pension and profit-sharing plans, and charitable organizations.
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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2
OH
10/23/2023 - Present
Fifth Third Securities, Inc. (DUBLIN OH)
IA
Issued 10/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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