Unclaimed
Jennifer Dawn Phillips is a registered representative of Fifth Third Securities, Inc. Jennifer has been in the industry since August 18, 2000. Jennifer is licensed in Michigan as an Investment Advisor Representative and a Registered Representative. Jennifer also holds the Series 6, Series 63 and SIE licenses and has passed the Series 65 exam. Prior to joining Fifth Third Securities, Inc., Jennifer worked at Chase Investment Services Corp. and BANC ONE SECURITIES CORPORATION. Jennifer's current firm's primary business is providing portfolio management for businesses and individuals.
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
MI
04/06/2018 - Present
Fifth Third Securities, Inc. (FLINT MI)
MI
07/06/2005 - 01/20/2012
CHASE INVESTMENT SERVICES CORP. (WATERFORD MI)
IL
08/07/2000 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 4/6/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/2/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/4/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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