Unclaimed
Dane A. Davis is a financial advisor with Fifth Third Securities, Inc. Dane has been in the industry since March 23, 2015 and has a Series 7, Series 79 and Series 63 license. Dane is registered in Kentucky and Ohio. Dane's previous employer was BARCLAYS CAPITAL INC. Dane's firm, Fifth Third Securities, Inc. is headquartered in Cincinnati, OH and has been in business for many years. The firm specializes in portfolio management for individuals and businesses, as well as financial planning and the selection of other advisors. Fifth Third Securities, Inc. has over $7 billion in assets under management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
OH
08/02/2018 - Present
Fifth Third Securities, Inc. (CLEVELAND OH)
NY
02/10/2015 - 06/20/2018
BARCLAYS CAPITAL INC. (NEW YORK NY)
BC
Issued 1/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/2/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 2/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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