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Valarie K

Series 63, Series 65

Centerville, OH

FIFTH THIRD SECURITIES, Inc.

Valarie Kaney is a financial advisor with Fifth Third Securities, Inc. in Centerville, OH, holding Series 63 and Series 65 designations and possessing 17 years of industry experience. She has been with Fifth Third Securities and its affiliated firm since 2010. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm’s platform features multiple discretionary managed-account programs, including direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and its dual registration as a broker-dealer and municipal advisor.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Jacob P

Series 65, Series 63

Centerville, OH

FIFTH THIRD SECURITIES, Inc.

Jacob Parsley is an advisor with Fifth Third Securities, Inc., holding Series 65 and Series 63 licenses. He has been with Fifth Third Securities since 2025 and has prior experience at Fifth Third Bank, Community Tissue Services, Elements Massage, and Archers Tavern. Fifth Third Securities, Inc. serves a diverse client base including individual high-net-worth and institutional clients through both investment advisory and brokerage channels. The firm offers multiple investment programs on the Passageway Managed Account platform, utilizing third-party portfolio managers and various strategies such as direct indexing and tax-loss harvesting.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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