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Nancy Kitson

Fifth Third Securities, Inc.

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About Nancy Kitson

Nancy Kitson is a financial advisor with Fifth Third Securities, Inc., located in Concord, Ohio. Nancy has been working in the financial services industry since 1994. Nancy has a Series 7, Series 63, Series 24, Series 52TO, Series 53, and Series 65 licenses. Nancy's experience includes working at Key Investment Services LLC, The Huntington Investment Company, NatCity Investments, Inc., CCO Investment Services Corp., Charter One Securities, Inc., FirstMerit Securities, Inc., BANC ONE Securities Corporation, UVEST Financial Services Group, Inc., FirstMerit Securities, Inc., Key Investments Inc. and McDonald & Company Securities, Inc. Nancy is currently registered as an Investment Advisor Representative in Ohio.

Firm Information

Nancy Kitson 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.

9881 JOHNNYCAKE RIDGE

CONCORD, OH 44060

$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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Nancy Kitson’s Registration & Firm History

OH

10/15/2021 - Present

Fifth Third Securities, Inc. (CONCORD OH)

NY

12/11/2014 - 10/28/2021

KEY INVESTMENT SERVICES LLC (KINGSTON NY)

OH

10/28/2009 - 12/11/2014

THE HUNTINGTON INVESTMENT COMPANY (ASHTABULA OH)

OH

06/07/2006 - 10/29/2009

NATCITY INVESTMENTS, INC. (PAINESVILLE OH)

OH

12/01/2005 - 06/01/2006

CCO INVESTMENT SERVICES CORP. (KIRTLAND OH)

OH

04/12/2005 - 12/01/2005

CHARTER ONE SECURITIES, INC. (CLEVELAND OH)

OH

08/24/2004 - 04/06/2005

FIRSTMERIT SECURITIES, INC. (AKRON OH)

IL

04/29/2004 - 08/31/2004

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

NC

08/07/2003 - 04/27/2004

UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)

OH

10/16/1998 - 07/31/2003

FIRSTMERIT SECURITIES, INC. (AKRON OH)

OH

10/19/1995 - 10/13/1998

KEY INVESTMENTS INC. (CLEVELAND OH)

OH

11/15/1994 - 10/27/1995

MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)

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Licenses & Designations

IA

Issued 7/1/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/20/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 6/26/2021

Series 53 - Municipal Securities Principal Examination

BC

Issued 6/24/2016

Series 24 - General Securities Principal Examination

BC

Issued 1/2/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nancy Kitson.
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