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Nan Elga Matteson

Fifth Third Securities, Inc.

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About Nan Elga Matteson

Nan Elga Matteson is an investment advisor representative with Fifth Third Securities, Inc. She is based in Florence, Kentucky. Nan is a certified financial planner and has been in the industry since November 2005. Nan is registered with the state of Kentucky as an investment advisor representative. She is also registered with the state of Ohio as an investment advisor representative. Nan has a wide range of experience and is able to provide financial advice to individuals, businesses, and institutions.

Firm Information

Nan Matteson 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.

8100 BURLINGTON PIKE

FLORENCE, KY 41042

$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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Nan Matteson’s Registration & Firm History

KY

01/14/2021 - Present

Fifth Third Securities, Inc. (FLORENCE KY)

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Licenses & Designations

BOTH

Issued 2/27/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nan Elga Matteson.
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