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Lisa Elaine Bennett

Fifth Third Securities, Inc.

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About Lisa Elaine Bennett

Lisa Elaine Bennett is a registered investment advisor representative with Fifth Third Securities, Inc. Lisa has been in the securities industry since 2003 and has been registered with Fifth Third Securities since 2017. Lisa is currently registered in Michigan as an investment advisor representative and registered in Indiana as a broker. Lisa has a Series 6, Series 63 and Series 65 license. Lisa's previous employers include PNC Investments, NATCITY INVESTMENTS, INC., CHASE INVESTMENT SERVICES CORP., and BANC ONE SECURITIES CORPORATION.

Firm Information

Lisa Bennett 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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Lisa Bennett’s Registration & Firm History

MI

09/20/2017 - Present

Fifth Third Securities, Inc. (NEW BUFFALO MI)

IN

11/13/2009 - 08/10/2010

PNC INVESTMENTS (LAPORTE IN)

IN

10/05/2007 - 11/13/2009

NATCITY INVESTMENTS, INC. (LAPORTE IN)

IN

07/06/2005 - 12/08/2006

CHASE INVESTMENT SERVICES CORP. (VALPARAISO IN)

IL

07/29/2003 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

IA

Issued 12/11/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/10/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Elaine Bennett.
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