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Travis John Gleason

Fifth Third Securities, Inc.

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About Travis John Gleason

Travis Gleason is a financial advisor with Fifth Third Securities, Inc. Travis has been in the securities industry since November 24, 2002, and is registered with FINRA and the state of Florida. Travis specializes in investment advisory services, financial planning, and selection of other advisors. Travis is also a registered representative of Fifth Third Securities, Inc. and has been with the firm since August 15, 2005. Travis has a Series 7, Series 31, and Series 66 license, and also has passed the SIE exam. Previously, Travis was with Wachovia Securities, LLC from 2004 to 2005 and Morgan Stanley DW Inc from 2002 to 2004.

Firm Information

Travis Gleason 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.

201 EAST KENNEDY BLVD., STE. 1800

TAMPA, FL 33602

$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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Travis Gleason’s Registration & Firm History

FL

08/15/2005 - Present

Fifth Third Securities, Inc. (TAMPA FL)

MO

08/10/2004 - 08/08/2005

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

07/30/2002 - 04/19/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 8/16/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 8/22/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 7/29/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Travis John Gleason.
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