Unclaimed
Jacob Cordonnier is an Investment Advisor Representative with Fifth Third Securities, Inc. Jacob has been in the financial industry since 2015 and has a strong track record of providing high-quality financial advice to individuals and families. Jacob is committed to helping clients achieve their financial goals by offering personalized financial planning and investment management services. Jacob also offers services such as investment company product/variable contract representative services, general securities representative services, and securities industry essentials. Jacob is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Ohio.
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
01/24/2025 - Present
Fifth Third Securities, Inc. (FOSTORIA OH)
BOTH
Issued 10/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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