Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
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