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Jacqueline Williams

Fifth Third Securities, Inc.

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About Jacqueline Williams

Jacqueline Williams is a registered representative with Fifth Third Securities, Inc., located in RALEIGH, NC. Jacqueline Williams has 10 years of experience in the securities industry. Jacqueline Williams is licensed to conduct business in 30 states including North Carolina. Before joining Fifth Third Securities, Inc., Jacqueline Williams was a registered representative with FIRST CITIZENS INVESTOR SERVICES, INC., located in Raleigh, NC, from February 2018 to November 2019, and FIDELITY BROKERAGE SERVICES LLC, located in Durham, NC, from June 2014 to February 2018.

Firm Information

Jacqueline Williams 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.

305 CHURCH AT NORTH HILLS STREET

RALEIGH, NC 27609

$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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Jacqueline Williams’s Registration & Firm History

NC

11/15/2019 - Present

Fifth Third Securities, Inc. (RALEIGH NC)

NC

02/21/2018 - 11/08/2019

FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)

NC

06/19/2014 - 02/20/2018

FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)

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Licenses & Designations

BOTH

Issued 8/13/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 7/3/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 6/19/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacqueline Williams.
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