Sheilakai Simmons, financial advisor Cincinnati OH

Sheilakai Simmons

CRD Number: 4987858
Current Firm: Fifth Third Securities, Inc.

Sheilakai Simmons (CRD# 4987858) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Cincinnati, OH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fifth Third Securities Cincinnati, OH Aug 2019 - Current 1
Fifth Third Bank Cincinnati, OH Jul 2019 - Current 1
The Huntington Investment Company Columbus, OH Apr 2018 - Current 2
The Huntington National Bank Cincinnati, OH Apr 2018 - Current 2
Huntington National Bank Cincinnati, OH Apr 2018 - Jul 2019 1
Jpmorgan Chase Bank Na Cincinnati, OH Oct 2015 - Apr 2018 2
Jp Morgan Securities LLC Cincinnati, OH Oct 2015 - Apr 2018 2
Bank One Cincinncati, OH Sep 2005 - Apr 2018 12
Jpmorgan Chase Cincinnati, OH Sep 2005 - Mar 2018 12
Fashionistah Couture Fairfield, OH Jun 2016 - Nov 2017 1
J.p. Morgan Securities LLC Cincinnati, OH Oct 2012 - Dec 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2015
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Sheilakai Simmons
Phone Number: 888-889-1025
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,543
    MILLIONS
  • Total Number of Accounts
    7,070
    ACCOUNTS
  • Average Account Value
    $218,178
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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