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Patricia Kay Elwood

Fifth Third Securities, Inc.

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About Patricia Kay Elwood

Patricia Elwood is a financial advisor with Fifth Third Securities, Inc. based in Fort Myers, FL. Patricia has been in the industry since 1993 and is registered with the state of Florida. She has previously held positions with RAYMOND JAMES FINANCIAL SERVICES, INC., BANC ONE SECURITIES CORPORATION, LINSCO/PRIVATE LEDGER CORP. and GNA SECURITIES, INC. Patricia is licensed to provide financial planning, investment advisory services and portfolio management.

Firm Information

Patricia Elwood 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.

13350 METRO PARKWAY

FORT MYERS, FL 33912

$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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Patricia Elwood’s Registration & Firm History

FL

08/27/2013 - Present

Fifth Third Securities, Inc. (FORT MYERS FL)

FL

02/03/2004 - 07/03/2013

RAYMOND JAMES FINANCIAL SERVICES, INC. (FORT MYERS FL)

IL

11/07/2001 - 02/05/2004

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

SC

09/16/1994 - 09/10/2001

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

VA

11/13/1992 - 09/27/1994

GNA SECURITIES, INC. (GLEN ALLEN VA)

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Licenses & Designations

BOTH

Issued 8/26/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 2/25/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 5/8/1995

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/1994

Series 7 - General Securities Representative Examination

BC

Issued 11/11/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patricia Kay Elwood.
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