Unclaimed
Kay Song is a financial advisor with Fifth Third Securities, Inc. based in Glenview, IL. Kay has been in the industry since November 2019 and has a strong background in providing financial planning and investment management services to individuals, businesses, and institutions. Kay is also a Certified Financial Planner and holds a Series 63 and 65 licenses. Fifth Third Securities, Inc. is a national firm with a strong reputation for providing personalized financial advice and investment solutions.
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
IL
05/30/2020 - Present
Fifth Third Securities, Inc. (GLENVIEW IL)
IA
Issued 5/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kay Song is the right advisor for you? Invested Better is here to help.