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Julie Ann Zobeck

Fifth Third Securities, Inc.

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About Julie Ann Zobeck

Julie Zobeck is a financial advisor with Fifth Third Securities, Inc., a firm with a focus on providing investment advisory services to individuals, businesses and other clients. Julie has been in the financial services industry for over 20 years. She has a broad range of experience and specializes in various areas, including but not limited to portfolio management for both individuals and businesses, financial planning and selection of other advisors. She is a registered representative in Michigan as well as a registered investment advisor. Julie has a strong track record of success in helping her clients achieve their financial goals.

Firm Information

Julie Zobeck 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.

34 FOUNTAIN SQUARE PLAZA

CINCINNATI, OH 45263

$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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Julie Zobeck’s Registration & Firm History

MI

02/08/2010 - Present

Fifth Third Securities, Inc. (CHESTERFIELD MI)

MI

03/31/2000 - 05/02/2001

OLD KENT FINANCIAL ADVISORS (GRAND RAPIDS MI)

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Licenses & Designations

BOTH

Issued 10/21/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/07/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/2004

Series 7 - General Securities Representative Examination

BC

Issued 03/30/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Julie Ann Zobeck. Review regulatory record here.
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