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David Bossov

Fifth Third Securities, Inc.

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About David Bossov

David Bossov is a financial advisor with over 13 years of experience in the industry. David is currently registered with Fifth Third Securities, Inc. in Illinois. David has been a Registered Representative since 2009 and holds FINRA Series 3, 7, 63, and 66 licenses as well as the SIE exam. David has experience working with high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisors. David specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

David Bossov 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.

222 S. RIVERSIDE PLAZA

CHICAGO, IL 60606

$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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David Bossov’s Registration & Firm History

IL

06/21/2023 - Present

Fifth Third Securities, Inc. (CHICAGO IL)

IL

07/06/2021 - 06/14/2023

WELLS FARGO CLEARING SERVICES, LLC (EVANSTON IL)

IL

05/30/2014 - 07/08/2021

MORGAN STANLEY (DEERFIELD IL)

IL

10/22/2009 - 01/02/2014

NEW ENGLAND SECURITIES (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 11/7/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/14/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/2009

Series 7 - General Securities Representative Examination

BC

Issued 1/6/2009

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Bossov.
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