Unclaimed
Jacob Kucia is a registered representative with Fifth Third Securities, Inc. Jacob is also registered as an investment adviser representative in Ohio. Jacob has been in the securities industry since October 30, 2019. Jacob's previous employment was with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jacob has a Series 7TO, Series 66 and SIE.
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
04/22/2021 - Present
Fifth Third Securities, Inc. (WOODMERE OH)
OH
10/17/2019 - 04/07/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEVELAND OH)
BOTH
Issued 12/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 7/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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