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S renee Whisman

Fifth Third Securities, Inc.

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About S renee Whisman

S Renee Whisman is a financial advisor with Fifth Third Securities, Inc. S Renee Whisman has been in the financial services industry since 2000. S Renee Whisman holds the Series 6, Series 63, and Series 65 licenses and the SIE exam. S Renee Whisman has experience with PNC Investments, J.P. Morgan Securities LLC, Chase Investment Services Corp, Key Investment Services LLC, and Nationwide Securities, Inc. S Renee Whisman specializes in providing financial advice to individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.

Firm Information

S renee Whisman 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.

7580 BEECHMONT

CINCINNATI, OH 45255

$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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S renee Whisman’s Registration & Firm History

OH

12/12/2018 - Present

Fifth Third Securities, Inc. (CINCINNATI OH)

OH

09/30/2013 - 08/17/2018

PNC INVESTMENTS (CINCINNATI OH)

OH

10/01/2012 - 09/10/2013

J.P. MORGAN SECURITIES LLC (WILLIAMSBURG OH)

OH

05/16/2007 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (WILLIAMSBURG OH)

OH

08/07/2006 - 04/13/2007

KEY INVESTMENT SERVICES LLC (CINCINNATI OH)

OH

08/16/2005 - 07/25/2006

CHASE INVESTMENT SERVICES CORP. (CINCINNATI OH)

OH

12/19/2000 - 07/06/2005

NATIONWIDE SECURITIES, INC. (COLUMBUS OH)

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Licenses & Designations

IA

Issued 10/15/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/28/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 8/17/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for S renee Whisman.
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