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Bruce Dolliver

Fifth Third Securities, Inc.

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About Bruce Dolliver

Bruce Dolliver is a registered investment advisor representative with Fifth Third Securities, Inc. Bruce has been in the financial services industry since 2020 and has a variety of experience in the financial services field. Bruce holds the Series 63 and 65 securities licenses as well as the Series 6TO and SIE product licenses. Bruce is registered with the state of Michigan. Bruce Dolliver can provide a range of financial services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Bruce Dolliver has been affiliated with Fifth Third Securities, Inc. since November 2023.

Firm Information

Bruce Dolliver is currently registered with Fifth Third Securities, Inc.. Fifth Third Securities, Inc. is a corporation headquartered in Cincinnati, Ohio. Founded in 1925, the firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Fifth Third Securities, Inc. manages over $7.9 billion in assets for a diverse range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also participates in a wrap fee program.
Fifth Third Securities, Inc.

123 NORTH WASHINGTON

OWOSSO, MI 48867

$7.98B

Assets Under Management

Not reported

Total Clients

1,080

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sponsor wrap fee program

Sponsor wrap fee program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bruce Dolliver’s Registration & Firm History

MI

05/17/2024 - Present

Fifth Third Securities, Inc. (OWOSSO MI)

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Licenses & Designations

IA

Issued 5/17/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 4/10/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 2/9/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/5/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bruce Dolliver.
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