Michael Frey (CRD# 6691526) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Florence, KY and has over 6 years of experience in the finance industry.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
CRD# 6251091
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fifth Third Bank | Cincinnati, OH | Jan 2019 - Current | 5 |
| Fifth Third Securities | Cincinnati, OH | Jan 2019 - Current | 5 |
| Fidelity Brokerage Services LLC | Covington, KY | Jan 2017 - Jan 2019 | 2 |
| Fidelity Investments Institutional Operations Company Inc. | Covington, KY | Mar 2016 - Jan 2017 | < 1 |
| Compucom | Covington, KY | Sep 2015 - Mar 2016 | < 1 |
| Insight Global | Cincinnati, OH | May 2015 - Sep 2015 | < 1 |
| Robert Half International | Cincinnati, OH | Jun 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2017 |
- KY
-
Total Assets Under Management7,983MILLIONS
-
Total Number of Accounts40,143ACCOUNTS
-
Average Account Value$198,861
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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