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Tracy Timmerman

Fifth Third Securities, Inc.

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About Tracy Timmerman

Tracy Timmerman is an Investment Advisor Representative associated with Fifth Third Securities, Inc. Tracy has been in the securities industry since 1998. Tracy Timmerman is currently registered with the state of Florida for Investment Advisor Representatives and has a Series 7 license. The firm's main office is located in Cincinnati, Ohio. The firm has approximately $1 billion - $10 billion of assets under management. Fifth Third Securities, Inc. provides financial planning, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Tracy Timmerman 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.

2201 66TH ST. N

ST. PETERSBURG, FL 33710

$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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Tracy Timmerman’s Registration & Firm History

FL

10/22/2018 - Present

Fifth Third Securities, Inc. (ST. PETERSBURG FL)

FL

06/07/2011 - 10/20/2016

MWA FINANCIAL SERVICES INC. (CLEARWATER FL)

FL

01/29/2008 - 04/19/2011

MML INVESTORS SERVICES, LLC (TAMPA FL)

FL

08/17/2007 - 01/25/2008

SUNSET FINANCIAL SERVICES, INC. (TAMPA FL)

FL

10/02/2002 - 01/03/2007

FORESTERS EQUITY SERVICES, INC. (TAMPA FL)

NY

08/01/2002 - 10/03/2002

NYLIFE SECURITIES INC. (NEW YORK NY)

MN

01/27/1998 - 07/31/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/27/1998 - 07/31/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 9/4/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 1/23/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Tracy Timmerman. Review regulatory record here.
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