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Stephen Peterson

Fifth Third Securities, Inc.

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About Stephen Peterson

Stephen Peterson is a registered investment advisor representative with Fifth Third Securities, Inc. in WINTER GARDEN, FL. Stephen has been in the industry since 2023. Stephen is registered with the state of Florida as a broker-dealer and investment advisor. They also holds the Series 63, Series 65, Series 6TO, and SIE licenses. Stephen's specializations include: Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Selection of Other Advisers. Stephen has worked at Fifth Third Bank in ORLANDO, FL, Nelson Worldwide in CINCINNATI, OH, and University of Cincinnati in CINCINNATI, OH.

Firm Information

Stephen Peterson 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.

3004 DANIELS RD

WINTER GARDEN, FL 34787

$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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Stephen Peterson’s Registration & Firm History

FL

04/25/2024 - Present

Fifth Third Securities, Inc. (WINTER GARDEN FL)

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Licenses & Designations

IA

Issued 4/24/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/11/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/16/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 9/8/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Peterson.
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