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Kevin P Koeninger

Fifth Third Securities, Inc.

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About Kevin P Koeninger

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.

Firm Information

Kevin Koeninger 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.

5001 KINGSLEY DRIVE

CINCINNATI, OH 45263

$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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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percentage of assets

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

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Kevin Koeninger’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kevin P Koeninger. Review regulatory record here.
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