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Rebecca Costelloe

Fifth Third Securities, Inc.

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About Rebecca Costelloe

Rebecca Costelloe is a registered representative with Fifth Third Securities, Inc. Rebecca has been in the industry since 2013 and has been with Fifth Third Securities, Inc. since 12/19/2022. Rebecca holds the Series 7, Series 24, Series 63 and Series 79 licenses. Rebecca has previously worked at CREDIT SUISSE SECURITIES (USA) LLC and DEUTSCHE BANK SECURITIES INC. Rebecca provides financial planning, portfolio management for businesses and individuals, as well as selection of other advisors. Rebecca's specializations include securities, commodities, fixed income, mutual funds, and UITs.

Firm Information

Rebecca Costelloe 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.

34 FOUNTAIN SQUARE PLAZA

CINCINNATI, OH 45263

$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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Rebecca Costelloe’s Registration & Firm History

NY

12/19/2022 - Present

Fifth Third Securities, Inc. (NEW YORK NY)

NY

09/24/2018 - 12/21/2022

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

NY

06/07/2013 - 09/20/2018

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/18/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/06/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/11/2016

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 06/06/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rebecca Costelloe.
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