Unclaimed
Elizabeth Kay is a registered representative with Fifth Third Securities, Inc. Elizabeth has been in the securities industry since August 2022. Elizabeth has a Series 7, Series 66, and SIE licenses. Elizabeth is registered with the state of Illinois. Elizabeth specializes in providing investment advice and financial planning services to individuals, corporations, and other businesses. Elizabeth also provides portfolio management for individuals and businesses.
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
IL
09/30/2022 - Present
Fifth Third Securities, Inc. (EFFINGHAM IL)
BOTH
Issued 09/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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