Invested Better
Unclaimed

Unclaimed

Unclaimed

Kevin Smith

Fifth Third Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kevin? Claim Your Profile

About Kevin Smith

Kevin Smith is a registered investment advisor representative with Fifth Third Securities, Inc. based in Findlay, OH. Kevin has been in the financial services industry since 2016 and is licensed to offer investment advice and securities products in the state of Ohio. Kevin has passed several industry exams, including the Series 63 and Series 65 examinations and holds several designations. Kevin's experience and qualifications are well-suited to serve a wide range of clients, including individuals, businesses, and institutions.

Firm Information

Kevin Smith 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.

337 SOUTH MAIN ST

FINDLAY, OH 45840

$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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kevin Smith’s Registration & Firm History

OH

05/19/2024 - Present

Fifth Third Securities, Inc. (FINDLAY OH)

Not sure if Kevin Smith is right for you?

Licenses & Designations

IA

Issued 5/17/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 4/5/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 2/2/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/20/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Smith.
Not sure if Kevin Smith is right for you?