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Gregg Glenn Eicholtz

Fifth Third Securities, Inc.

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About Gregg Glenn Eicholtz

Gregg Glenn Eicholtz is a registered representative with Fifth Third Securities, Inc. Gregg has been in the financial industry since 2008 and has experience with providing financial advice. Gregg holds Series 6, 7, 63, and 65 licenses. Gregg is licensed to provide financial advice in multiple states. Prior to joining Fifth Third Securities, Inc., Gregg was employed by LPL FINANCIAL LLC and PRUCO SECURITIES, LLC.

Firm Information

Gregg Eicholtz 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.

34 FOUNTAIN SQUARE PLAZA

CINCINNATI, OH 45263

$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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Gregg Eicholtz’s Registration & Firm History

MI

06/24/2011 - Present

Fifth Third Securities, Inc. (PORTAGE MI)

MI

04/16/2010 - 06/29/2011

LPL FINANCIAL LLC (CENTREVILLE MI)

MI

11/06/2008 - 03/31/2010

PRUCO SECURITIES, LLC. (PORTAGE MI)

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Licenses & Designations

IA

Issued 05/13/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/25/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2010

Series 7 - General Securities Representative Examination

BC

Issued 11/05/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Gregg Glenn Eicholtz. Review regulatory record here.
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