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Mark John Posey

Fifth Third Securities, Inc.

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About Mark John Posey

Mark John Posey is a financial advisor currently registered with Fifth Third Securities, Inc.. Mark is a financial advisor with more than 20 years of experience in the industry. Previously, Mark has worked with firms including: INFINEX INVESTMENTS, INC., GREAT AMERICAN ADVISORS, INC., CHASE INVESTMENT SERVICES CORP., BANC ONE SECURITIES CORPORATION, and WADDELL & REED, INC.. Mark's expertise includes working with individuals, corporations, pension and profit sharing plans, charitable organizations and pooled investment vehicles. Mark is licensed to provide financial advice in 20 states.

Firm Information

Mark Posey 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.

132 W SCHROCK RD

WESTERVILLE, OH 43081

$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 Posey’s Registration & Firm History

OH

08/02/2016 - Present

Fifth Third Securities, Inc. (WESTERVILLE OH)

OH

08/05/2008 - 07/21/2016

INFINEX INVESTMENTS, INC. (WESTERVILLE OH)

OH

10/31/2007 - 08/06/2008

GREAT AMERICAN ADVISORS, INC. (WESTERVILLE OH)

OH

07/06/2005 - 11/06/2007

CHASE INVESTMENT SERVICES CORP. (WESTERVILLE OH)

IL

12/11/2003 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

KS

03/27/2002 - 11/13/2003

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 5/25/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 6/10/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2007

Series 7 - General Securities Representative Examination

BC

Issued 3/26/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark John Posey.
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