Jeff CashinCRD Number: 5349428
Current Firm: Fifth Third Securities, Inc.
Jeff Cashin (CRD# 5349428) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Raleigh, NC and has over 9 years of experience in the finance industry. Jeff Cashin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Oak City Consulting, LLC
|Fifth Third Securities||Raleigh, NC||Feb 2013 - Current||4|
|First Citizens Investor Services||Raleigh, NC||May 2007 - Feb 2013||5|
|First Citizens Bank And Trust||Charlotte, NC||Apr 2003 - Feb 2013||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management813MILLIONS
Total Number of Accounts4,744ACCOUNTS
Average Account Value$171,395
- A percentage of assets under your management
- 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)
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