Unclaimed
Kimberley Rodriguez is a financial advisor with Fifth Third Securities, Inc. in DEKALB, IL. Kimberley has been working in the financial industry for several years and is registered with the state of Illinois. Kimberley provides portfolio management for both individuals and businesses, as well as financial planning and selection of other advisors. Kimberley's specializations include retirement planning, investment management and insurance. Kimberley is committed to helping her clients reach their financial goals.
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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IL
03/11/2024 - Present
Fifth Third Securities, Inc. (DEKALB IL)
BC
Issued 05/17/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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