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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 registered with Fifth Third Securities, Inc. Travis has over 20 years of experience in the financial services industry. Travis specializes in providing financial advice and portfolio management services for individuals, businesses, and investment companies. Travis has a Series 7, 31, and 66 license and the SIE exam. Travis has a strong track record of success and is committed to providing his clients with the highest level of service and expertise. Travis also has experience providing financial advice to charitable organizations, pension and profit-sharing plans, and corporations.

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.

34 FOUNTAIN SQUARE PLAZA

CINCINNATI, OH 45263

$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 08/16/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 07/29/2002

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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