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Yulun Wu

Fifth Third Securities, Inc.

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About Yulun Wu

Yulun Wu is a financial professional with over seven years of experience in the industry. Yulun is registered as a Registered Representative and Investment Advisor Representative with Fifth Third Securities, Inc. in Palatine, IL. Prior to joining Fifth Third Securities, Inc., Yulun Wu worked at CITIGROUP GLOBAL MARKETS INC. and J.P. MORGAN SECURITIES LLC. Yulun has a strong background in providing financial advice and investment management services, specializing in portfolio management for businesses and individuals. Yulun holds licenses including Series 7, Series 6, Series 63 and Series 66.

Firm Information

Yulun Wu 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.

6201 DEMPSTER STREET

MORTON GROVE, IL 60053

$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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Yulun Wu’s Registration & Firm History

IL

06/18/2024 - Present

Fifth Third Securities, Inc. (MORTON GROVE IL)

IL

01/27/2020 - 04/23/2024

CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)

IL

10/07/2016 - 02/21/2020

J.P. MORGAN SECURITIES LLC (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 3/30/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/19/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 3/4/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/7/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yulun Wu.
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