Unclaimed
Julie Bukowski is a registered investment advisor representative with Fifth Third Securities, Inc. She has been in the securities industry since March 2016. Julie is registered in Indiana as a broker and investment advisor. She is also licensed to sell variable contracts and investment company products. Julie has passed the Series 6, 63, and 65 exams and the SIE exam. Julie is also a secretary/treasurer for TopShelf Renovating LLC, a general contracting business. Julie's firm Fifth Third Securities, Inc. is a registered investment advisor with approximately $1 billion to $10 billion in assets under management. The firm provides a variety of financial planning and investment management services to individuals, businesses, and institutions.
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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IN
10/05/2018 - Present
Fifth Third Securities, Inc. (ST. JOHN IN)
IA
Issued 10/5/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/22/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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