Unclaimed
Kayla Dennis is a registered representative with Fifth Third Securities, Inc. based in Cincinnati, Ohio. Kayla has been in the securities industry for over four years. Kayla has a Series 7, Series 63, Series 6TO, and Series 24 license and has been registered with FINRA since 2019. Prior to joining Fifth Third Securities, Inc., Kayla was with W&S Brokerage Services, Inc. in Loveland, Ohio.
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
OH
07/18/2022 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
OH
08/12/2019 - 07/12/2022
W&S BROKERAGE SERVICES, INC. (LOVELAND OH)
BC
Issued 07/15/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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