Unclaimed
Jeffrey Fay is a financial professional with over 6 years of experience in the financial services industry. Jeffrey is currently registered as a Registered Representative and Investment Advisor Representative with Fifth Third Securities, Inc. Jeffrey is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 66 and SIE licenses. Jeffrey has experience working with a variety of clients including individuals, businesses, pension and profit-sharing plans, and charitable organizations. Jeffrey has previously worked with Raymond James Financial Services, Inc., U.S. Bancorp Investments, Inc., and PNC Investments, LLC. Jeffrey’s areas of specialization include retirement planning, investment planning, college savings, estate planning and insurance.
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.
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2
KY
05/02/2023 - Present
Fifth Third Securities, Inc. (ALEXANDRIA KY)
OH
06/13/2022 - 05/31/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Cincinnati OH)
OH
07/11/2017 - 06/17/2022
U.S. BANCORP INVESTMENTS, INC. (Cincinnati OH)
KY
01/13/2017 - 07/05/2017
PNC INVESTMENTS (LOUISVILLE KY)
BOTH
Issued 4/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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