Unclaimed
Jeffrey Ignatius Leiker is a registered investment advisor representative and principal with Fifth Third Securities, Inc. Jeffrey has been in the securities industry since 2006. Jeffrey has a strong track record of providing financial advice to individuals, families, and businesses. Jeffrey holds the Series 7, Series 63, Series 66, Series 24 and Series 4 securities licenses, and has successfully passed the SIE and Series 99TO.
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
01/27/2009 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
OH
03/30/2006 - 09/17/2007
FIDELITY BROKERAGE SERVICES LLC (BLUE ASH OH)
BOTH
Issued 01/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2009
Series 4 - Registered Options Principal Examination
BC
Issued 12/10/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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