Unclaimed
Nick Kostoff is a registered investment advisor representative with Fifth Third Securities, Inc. Nick has been in the industry since March 2015. Nick is registered in Florida and California. Fifth Third Securities, Inc. is a registered investment adviser with the SEC. They offer a range of advisory services including financial planning, portfolio management for individuals and businesses, and selection of other advisers. The firm manages more than $7.9 billion in assets.
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.
1
2
FL
11/22/2016 - Present
Fifth Third Securities, Inc. (JACKSONVILLE FL)
IA
Issued 11/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/25/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/18/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Nick Kostoff is the right advisor for you? Invested Better is here to help.