Unclaimed
Kimmy Sue Morris is an active investment advisor representative with Fifth Third Securities, Inc. Kimmy Sue Morris has been in the industry since May 8, 2006. Kimmy Sue Morris is registered with 14 states: Alaska, California, Florida, Indiana, Michigan, Minnesota, Montana, North Carolina, Ohio, Tennessee, and Texas. Kimmy Sue Morris is also registered with the state of Indiana as an investment advisor representative. Kimmy Sue Morris holds the following licenses: Series 6, Series 7, Series 63, Series 66, and SIE. Kimmy Sue Morris has worked at Fifth Third Securities, Inc. since April 2006.
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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2
MI
12/02/2009 - Present
Fifth Third Securities, Inc. (HILLSDALE MI)
BOTH
Issued 11/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/23/2008
Series 7 - General Securities Representative Examination
BC
Issued 5/6/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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