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Mark Edward Sloan

Fifth Third Securities, Inc.

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About Mark Edward Sloan

Mark Sloan is a financial advisor with Fifth Third Securities, Inc., based in Livonia, MI. Mark has been a financial advisor since December 2000, having worked previously for NATCITY INVESTMENTS, INC., and COMERICA SECURITIES. Mark holds Series 6, 7, 24, 63 and 65 licenses. He is also a Certified Financial Planner. Mark is a registered representative of Fifth Third Securities, Inc., and provides investment advisory services.

Firm Information

Mark Sloan 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.

33246 PLYMOUTH RD

LIVONIA, MI 48154

$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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Mark Sloan’s Registration & Firm History

MI

02/08/2010 - Present

Fifth Third Securities, Inc. (LIVONIA MI)

MI

03/12/2003 - 10/02/2006

NATCITY INVESTMENTS, INC. (HAMTRAMCK MI)

MI

11/22/2000 - 03/11/2003

COMERICA SECURITIES (DETROIT MI)

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Licenses & Designations

IA

Issued 5/19/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 7/14/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/30/2001

Series 7 - General Securities Representative Examination

BC

Issued 11/21/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Mark Edward Sloan. Review regulatory record here.
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