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Louis J Groza

Fifth Third Securities, Inc.

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About Louis J Groza

Louis Groza is a financial advisor with Fifth Third Securities, Inc. with over 28 years of experience in the financial services industry. Louis Groza's office is located in Cleveland, Ohio, and Louis Groza works with individuals, businesses, and charitable organizations. Louis Groza provides financial planning and portfolio management services. Fifth Third Securities, Inc. manages over $7.98 billion in assets.

Firm Information

Louis Groza 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.

600 SUPERIOR AVENUE EAST

CLEVELAND, OH 44114

$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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Louis Groza’s Registration & Firm History

OH

02/14/2005 - Present

Fifth Third Securities, Inc. (CLEVELAND OH)

OH

03/31/1998 - 12/15/2001

FIFTH THIRD/MAXUS SECURITIES INC (CLEVELAND OH)

OH

02/06/1995 - 08/13/1997

THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)

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Licenses & Designations

BOTH

Issued 11/24/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 5/18/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 8/22/2007

Series 7 - General Securities Representative Examination

BC

Issued 2/3/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Louis J Groza.
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