Kay
Song
Fifth Third Securities, Inc
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About this Advisor
Kay Song is a financial advisor based in Glenview, Illinois, working with Fifth Third Securities, Inc. Kay has previously held positions at Fifth Third Bank, MB Financial Bank, and Fifth Third Securities. Kay has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Kay is part of Fifth Third Securities, Inc, which operates out of Glenview, Illinois. The firm has 1,117 offices and 1,228 employees. The firm manages assets totaling $8.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Fifth Third Securities, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fifth Third Securities, Inc Brokerage Details
$7,982,892,401
1,228
40,143
$198,861
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Kay Song Work History
Fifth Third Bank
Fifth Third Securities
Mb Financial Bank
Disclosures
Please visit the SEC profile of Kay Song to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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