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Stephanie L Russell

Fifth Third Securities, Inc.

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About Stephanie L Russell

Stephanie Russell is a financial professional with over 10 years of experience in the financial services industry. Stephanie is currently registered with Fifth Third Securities, Inc. in Treasure Island, FL. Stephanie has held prior roles with Key Investment Services LLC and The Huntington Investment Company. Stephanie has passed a number of licensing exams, including the Series 6, Series 7, Series 63, and Series 66 exams.

Firm Information

Stephanie Russell 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.

18395 GULF BOULEVARD

INDIAN SHORES, FL 33785

$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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Stephanie Russell’s Registration & Firm History

FL

06/13/2018 - Present

Fifth Third Securities, Inc. (INDIAN SHORES FL)

IN

08/05/2014 - 05/02/2018

KEY INVESTMENT SERVICES LLC (LEBANON IN)

IN

02/12/2008 - 07/02/2014

THE HUNTINGTON INVESTMENT COMPANY (LEBANON IN)

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Licenses & Designations

BOTH

Issued 1/26/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 3/17/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 2/24/2011

Series 7 - General Securities Representative Examination

BC

Issued 2/11/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Stephanie L Russell. Review regulatory record here.
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