Unclaimed
Kevin Koeninger is a financial advisor with Fifth Third Securities, Inc. Kevin has been in the financial industry since January 14, 2009, and is registered with FINRA and the state of Ohio. Kevin is also registered as an investment advisor in the state of Ohio. Kevin has a wide range of experience, including working with individuals, high-net-worth individuals, and businesses. Kevin specializes in providing financial planning, portfolio management, and investment advisory services.
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
OH
08/31/2021 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
OH
03/30/2016 - 02/09/2021
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
KY
01/31/2011 - 10/09/2015
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
01/01/2008 - 11/30/2009
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
11/09/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
BOTH
Issued 03/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/08/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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