Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy 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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
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)
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
Active
Inactive
F
FINRA
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