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Steven Patrick Seidl

Fifth Third Securities, Inc.

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About Steven Patrick Seidl

Steven Seidl is a financial advisor with over 30 years of experience in the industry. Steven is currently registered with Fifth Third Securities, Inc. and has been with the firm since 1999. Steven is a Certified Financial Planner™ and holds Series 7, 24, 27, 63, 99TO, and SIE licenses. Steven is also registered to provide investment advisory services in 20 states. Steven's specialization includes investment advisory services, portfolio management, and financial planning.

Firm Information

Steven Seidl 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.

38 FOUNTAIN SQUARE PLAZA

CINCINNATI, OH 45202

$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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Steven Seidl’s Registration & Firm History

OH

04/12/2013 - Present

Fifth Third Securities, Inc. (CINCINNATI OH)

OH

11/23/1988 - 03/27/1999

FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)

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Licenses & Designations

BC

Issued 3/15/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/11/1991

Series 27 - Financial and Operations Principal Examination

BC

Issued 11/22/1989

Series 24 - General Securities Principal Examination

BC

Issued 1/2/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Steven Patrick Seidl. Review regulatory record here.
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