linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Julie T Bukowski

Fifth Third Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Julie? Claim Your Profile

About Julie T Bukowski

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.

Firm Information

Julie Bukowski 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.

9805 WICKER AVE

ST. JOHN, IN 46373

$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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Julie Bukowski’s Registration & Firm History

IN

10/05/2018 - Present

Fifth Third Securities, Inc. (ST. JOHN IN)

Not sure if Julie T Bukowski is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie T Bukowski.
Not sure if Julie T Bukowski is right for you?