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Heather Kilbourne

Fifth Third Securities, Inc.

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About Heather Kilbourne

Heather Kilbourne is a financial advisor at Fifth Third Securities, Inc. Heather has been a registered representative in the securities industry since 1996 and is currently licensed to offer securities and investment advisory services in California, Florida, Maine, Michigan, Ohio, South Carolina, Texas, and Virginia. Heather holds the Series 63, Series 65, Series 7, and SIE securities licenses.

Firm Information

Heather Kilbourne is currently registered with Fifth Third Securities, Inc.. Fifth Third Securities, Inc. is a corporation headquartered in Cincinnati, Ohio. Founded in 1925, the firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Fifth Third Securities, Inc. manages over $7.9 billion in assets for a diverse range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also participates in a wrap fee program.
Fifth Third Securities, Inc.

2425 HOLIDAY HILLS

TRAVERSE CITY, MI 49686

$7.98B

Assets Under Management

Not reported

Total Clients

1,080

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sponsor wrap fee program

Sponsor wrap fee program

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Heather Kilbourne’s Registration & Firm History

MI

05/10/2023 - Present

Fifth Third Securities, Inc. (TRAVERSE CITY MI)

MI

06/02/2015 - 05/19/2023

WEDBUSH SECURITIES INC. (Traverse City MI)

MI

08/27/2003 - 06/10/2015

STIFEL, NICOLAUS & COMPANY, INCORPORATED (TRAVERSE CITY MI)

FL

06/16/1998 - 09/09/2003

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

MI

05/11/1998 - 09/25/1999

RONEY & CO. (DETROIT MI)

MI

07/24/1996 - 05/11/1998

RONEY & CO. L.L.C. (DETROIT MI)

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Licenses & Designations

IA

Issued 3/16/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 5/7/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 5/6/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Heather Kilbourne.
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