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Peter James Foley

Fifth Third Securities, Inc.

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About Peter James Foley

Peter Foley is a registered representative with Fifth Third Securities, Inc. and has been in the industry since March 14, 2012. Peter has over 15 years of experience in the financial services industry. Peter is dedicated to providing clients with personalized financial advice and investment management services. He works closely with clients to understand their individual needs and goals and develops customized strategies to help them achieve their financial objectives. Peter is committed to providing his clients with the highest level of service and expertise.

Firm Information

Peter Foley 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.

5400 LYNDON B JOHNSON FWY

DALLAS, TX 75240

$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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Peter Foley’s Registration & Firm History

TX

08/04/2017 - Present

Fifth Third Securities, Inc. (DALLAS TX)

CT

08/01/2007 - 12/19/2012

GE CAPITAL MARKETS, INC. (NORWALK CT)

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Licenses & Designations

BC

Issued 11/21/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 7/21/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 8/4/2017

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 7/31/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter James Foley.
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