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Zachary J Bauer

Fifth Third Securities, Inc.

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About Zachary J Bauer

Zachary Bauer is a registered representative with Fifth Third Securities, Inc. based in Flint, MI. Zachary has been in the industry since 2010 and is licensed in Michigan. He is currently affiliated with Fifth Third Securities, Inc., having previously been with PNC INVESTMENTS, FIFTH THIRD SECURITIES, INC., and CHASE INVESTMENT SERVICES CORP. Zachary has earned the Series 6, 7, 63, and 66 licenses and the SIE exam. Zachary specializes in providing portfolio management services for individuals and businesses, as well as financial planning and selection of other advisors.

Firm Information

Zachary Bauer 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.

G5232 MILLER ROAD

FLINT, MI 48507

$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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Zachary Bauer’s Registration & Firm History

MI

04/19/2017 - Present

Fifth Third Securities, Inc. (FLINT MI)

MI

05/19/2016 - 02/21/2017

PNC INVESTMENTS (CLARKSTON MI)

MI

10/13/2011 - 04/18/2016

FIFTH THIRD SECURITIES, INC. (CLARKSTON MI)

MI

03/04/2010 - 09/08/2011

CHASE INVESTMENT SERVICES CORP. (FLINT MI)

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Licenses & Designations

BOTH

Issued 7/24/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 3/11/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 4/22/2014

Series 7 - General Securities Representative Examination

BC

Issued 3/2/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary J Bauer.
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