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Lucas Paez

Fifth Third Securities, Inc.

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About Lucas Paez

Lucas Paez is a Registered Representative and Investment Advisor Representative with Fifth Third Securities, Inc. Lucas has been in the industry since 2022. Lucas specializes in financial planning, portfolio management, and selection of other advisers for individual and business clients. Lucas currently has a Series 63, 66 and 7 license. Lucas has previously worked for Citizens Securities, Inc. and Wells Fargo Clearing Services, LLC.

Firm Information

Lucas Paez 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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Lucas Paez’s Registration & Firm History

FL

08/26/2024 - Present

Fifth Third Securities, Inc. (WEST PALM BEACH FL)

FL

08/01/2023 - 05/13/2024

CITIZENS SECURITIES, INC. (West Palm Beach FL)

FL

09/16/2022 - 07/27/2023

WELLS FARGO CLEARING SERVICES, LLC (WEST PALM BEACH FL)

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Licenses & Designations

BOTH

Issued 08/23/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/27/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/23/2023

Series 7TO - General Securities Representative Examination

BC

Issued 09/16/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/22/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lucas Paez.
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