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Andrea Lynne Bourquein

Fifth Third Securities, Inc.

West Chester, OH

CRD 6173512

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Employer firm

Fifth Third Securities, Inc. CRD 628

$10.9B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • SPONSOR WRAP FEE PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Fifth Third Securities, Inc.

34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-13
OH RA APPROVED 2016-10-25
  • CA RA
    APPROVED
    Since 2025-03-13
  • OH RA
    APPROVED
    Since 2016-10-25

Branch Locations

7810 Tylersville Square Drive, West Chester, OH 45069 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fifth Third Bank Cincinnati OH 01/2011 Present
Fifth Third Securities Cincinnati OH 01/2013 Present
  • 01/2011 → Present
    Fifth Third Bank
    Cincinnati, OH
  • 01/2013 → Present
    Fifth Third Securities
    Cincinnati, OH
Other Businesses

BARREL RACING - NOT INVESTMENT-RELATED - 2830 SCOTT RD, OXFORD, OH 45056 - COMPETETIVE HORSE RACING - BARREL RACER AND HORSE TRAINER - VARIABLE HRS/MONTH - BARREL RACING AND HORSE TRAINING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-05
S63 Uniform Securities Agent State Law Examination 2013-05-14
  • S65 Uniform Investment Adviser Law Examination
    2018-04-05
  • S63 Uniform Securities Agent State Law Examination
    2013-05-14
Other Names
  • Andrea Lynne Senft

View on SEC IAPD

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