Unclaimed
Fredi Ng is a financial advisor with Fifth Third Securities, Inc. Fredi has been working in the industry since January 21, 2002. Fredi is registered with the state of Ohio and has a Series 7, Series 66, Series 24 and Series 99TO license. Fredi has experience working with individuals, businesses, insurance companies, and pension plans. Fredi offers a range of services including financial planning, portfolio management, 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
05/22/2007 - Present
Fifth Third Securities, Inc. (AKRON OH)
MN
10/11/2001 - 07/17/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/11/2001 - 07/17/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 4/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/7/2023
Series 14 - Compliance Officer Examination
BC
Issued 7/26/2022
Series 24 - General Securities Principal Examination
BC
Issued 3/7/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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