Unclaimed
Kevin P. Koeninger is a registered representative at Fifth Third Securities, Inc. Kevin has been in the financial services industry since January 14, 2009. Kevin has previously worked at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc.. Kevin is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Kevin's professional designations include Series 6, 7, 24, 63, and 66. Kevin's specializations include securities, mutual funds, variable annuities, 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 3/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/7/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/8/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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