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Robert Stephenson

Fifth Third Securities, Inc.

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About Robert Stephenson

Robert Stephenson is a financial advisor with over 6 years of experience in the industry. Robert currently works with Fifth Third Securities, Inc. located in Rensselaer, IN. Robert has licenses in Indiana, Illinois and holds multiple industry exams including Series 6, Series 63, Series 65 and the SIE. Robert has a strong track record of providing comprehensive financial planning services to individuals, businesses, and retirement plans.

Firm Information

Robert Stephenson 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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Robert Stephenson’s Registration & Firm History

IN

11/04/2022 - Present

Fifth Third Securities, Inc. (RENSSELAER IN)

IN

01/02/2018 - 06/22/2022

J.P. MORGAN SECURITIES LLC (VALPARAISO IN)

IN

03/26/2016 - 12/18/2017

FIFTH THIRD SECURITIES, INC. (MERRILLVILLE IN)

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Licenses & Designations

IA

Issued 11/23/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/19/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/26/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Stephenson.
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