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Chad Nickolas Loson

Fifth Third Securities, Inc.

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About Chad Nickolas Loson

Chad Nickolas Loson is a financial advisor with Fifth Third Securities, Inc. Chad has been working in the financial industry since 2008. Chad is registered with the Financial Industry Regulatory Authority (FINRA) as a general securities representative. Chad is also registered with the Securities and Exchange Commission (SEC) as an investment adviser representative. Chad has been with Fifth Third Securities, Inc. since 2009. Prior to that, Chad was with UBS Financial Services Inc. in Miami, Florida. Chad is registered to provide financial advice in 31 states.

Firm Information

Chad Loson 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.

13581 GOLDENWOOD DR

FORT MYERS, FL 33913

$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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Chad Loson’s Registration & Firm History

FL

07/09/2009 - Present

Fifth Third Securities, Inc. (FORT MYERS FL)

FL

08/13/2008 - 06/04/2009

UBS FINANCIAL SERVICES INC. (MIAMI FL)

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Licenses & Designations

BOTH

Issued 11/11/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 8/12/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chad Nickolas Loson.
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