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Magdy M
Series 63, Series 65
Charlotte, NC
FIFTH THIRD SECURITIES, Inc.
Magdy Mahmoud is an advisor at Fifth Third Securities, Inc. based in Charlotte, NC. He holds Series 63 and Series 65 licenses and has experience working in the financial industry since 2014, including positions at Wells Fargo, First Horizon, and Fifth Third Bank. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering both investment advisory and brokerage services. The firm provides access to multiple investment programs through the Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed strategies.
Aaron R
Series 63, Series 65, Series 66
Chicago, IL
FIFTH THIRD SECURITIES, Inc.
Aaron Royce is a financial advisor at FIFTH THIRD SECURITIES, Inc. with two years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at Fifth Third Bank, Equitable Advisors, AXA Advisors LLC, and Compass Group USA. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Program and utilizes third-party portfolio managers, providing clients access to various investment strategies and risk-profile-based program selection.
John S
CFP®, ChFC®, Series 63, Series 66
Dublin, OH
FIFTH THIRD SECURITIES, Inc.
John Stiltner is a CFP® and ChFC® with 28 years of industry experience. He has worked at Fifth Third Securities, Inc. and Fifth Third Bank since 2004. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers a variety of program types and third-party portfolio managers on its Passageway Managed Account Platform, with a focus on customized risk profiles and diversified strategies.
Mark F
Series 66, Series 63
Big Rapids, MI
FIFTH THIRD SECURITIES, Inc.
Mark Fairgrieve is a financial advisor with Fifth Third Securities, Inc. in Big Rapids, MI, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with Fifth Third Securities since 2012 and has worked with Fifth Third Bank since 2011. Outside of his advisory role, he manages an internet marketing business focused on residential rental properties. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering diverse program types and third-party portfolio managers via its Passageway Managed Account Platform. The firm is a wholly owned subsidiary of Fifth Third Bank and provides a range of strategies including mutual funds, ETFs, SMAs, and tax-overlay services.
Steven W
Series 63, Series 65
North Port, FL
FIFTH THIRD SECURITIES, Inc.
Steven Wong is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses. He has been with Fifth Third Securities since 2025 and has prior experience working at FIFTH THIRD BANK since 2022. Before entering the financial industry, he worked at Laishley Crabhouse from 2009 to 2022. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing multiple managed-account options and features such as direct indexing and tax-overlay services.
David N
Series 63, Series 66
Cincinnati, OH
FIFTH THIRD SECURITIES, Inc.
David Newman is a financial advisor at Fifth Third Securities, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities since 2019. His prior experience includes roles at Fidelity Brokerage Services, Inc., Horter Investment Management, and a period as a self-employed advisor. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a variety of managed account programs on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a broad product lineup including mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.
Samuel W
Series 65, Series 63
Greenville, SC
FIFTH THIRD SECURITIES, Inc.
Samuel Wilson Jr. is an advisor with FIFTH THIRD SECURITIES, Inc. based in Greenville, SC. He holds Series 65 and Series 63 licenses and has been with the firm since 2026, having also worked at Fifth Third Bank since 2024. His prior experience includes roles in hospitality and logistics as well as positions at Athens Country Club and Younglife. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients, offering investment advisory and brokerage services through the Passageway Managed Account Program and other platforms. The firm provides a range of portfolio management options and operates as a subsidiary of Fifth Third Bank with an enterprise-scale presence.
Nicholas R
Series 66
Perrysburg, OH
FIFTH THIRD SECURITIES, Inc.
Nicholas Razzoog is a Series 66-licensed advisor with Fifth Third Securities, Inc. in Perrysburg, Ohio, where he has worked since 2005, accumulating 21 years of industry experience. He has been with Fifth Third Securities throughout his career. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines bank affiliation and municipal-advisor registration, providing clients access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.
Jerid F
Series 66
Bowling Green, OH
FIFTH THIRD SECURITIES, Inc.
Jerid Friar is a financial advisor with Fifth Third Securities, Inc. in Waterville, Ohio, holding a Series 66 designation and 22 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2004. Friar serves as a member of the Board of Directors for the Bowling Green Chamber of Commerce. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines its municipal-advisor registration with affiliation to Fifth Third Bank.
Amy W
Series 63, Series 65
Cincinnati, OH
FIFTH THIRD SECURITIES, Inc.
Amy Woelfel is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, with 12 years of industry experience. She holds Series 63 and Series 65 designations and has been with Fifth Third Securities since 2013, also working at Fifth Third Bank since 2008. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.
J. P
Series 66
Cincinnati, OH
FIFTH THIRD SECURITIES, Inc.
J. Pettigrew is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Fifth Third Securities since 2004 and previously at Morgan Stanley DW Inc. from 2001 to 2004. Outside of his advisory role, he is involved in property restoration as an owner and member of Aaxis Property Group LLC. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform, utilizing third-party portfolio managers and a range of investment strategies.
Wade F
Series 63, Series 65
Greenwood, IN
FIFTH THIRD SECURITIES, Inc.
Wade Fisher is a financial advisor with Fifth Third Securities, Inc. in Greenwood, Indiana. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior work includes roles at Fifth Third Bank, Menards, and Purdue University. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a range of discretionary managed-account programs and unique platform features such as direct indexing and tax-overlay services.
Austin H
Series 65, Series 63
Wendell, NC
FIFTH THIRD SECURITIES, Inc.
Austin Houser is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds the Series 65 and Series 63 licenses. His prior work includes roles at Appalachian State University, University of North Carolina Greensboro, and Fifth Third Bank. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both investment advisory and brokerage services. The firm offers multiple program types via its Passageway Managed Account platform, combining third-party portfolio management with various investment strategies.
Larry S
Series 63, Series 65
Louisville, KY
FIFTH THIRD SECURITIES, Inc.
Larry Sweet is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Fifth Third Securities since 2005 and with Fifth Third Bank since 2004. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm combines municipal-advisor registration with its affiliation to Fifth Third Bank and provides multiple discretionary managed-account options, including direct indexing and tax-overlay services.
Kelly O
Series 65, Series 63
Naples, FL
FIFTH THIRD SECURITIES, Inc.
Kelly Osorio is a financial advisor at Fifth Third Securities, Inc. in Naples, FL, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Fifth Third Securities, Osorio worked at Fifth Third Bank and previously spent eight years at Dental Designs. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types including mutual fund and ETF models, SMA strategies, and direct-indexing options via the Passageway Managed Account Program. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets across nearly 1,000 advisors.
John B
Series 63, Series 65
Bayonet Point, FL
FIFTH THIRD SECURITIES, Inc.
John Besse is a financial advisor with Fifth Third Securities, Inc. in Bayonet Point, Florida. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining Fifth Third Securities, he worked at Truist Investment Services and SunTrust in various advisory roles. Fifth Third Securities serves individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform, combining advisor-directed models, SMA strategies, tax-overlay services, and direct-indexing options.
Kelly O
Series 63, Series 65
Kalamazoo, MI
FIFTH THIRD SECURITIES, Inc.
Kelly Odean is a financial advisor at Fifth Third Securities, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Ameriprise Financial Services, LLC and Comerica Securities, Inc. Outside of advisory work, she is involved in independent insurance brokering. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple managed account programs and utilizes third-party portfolio managers, providing clients with a range of investment strategies and risk-profile-based solutions.
John M
Series 63, Series 66
Northville, MI
FIFTH THIRD SECURITIES, Inc.
John Mazzarella is a financial advisor with Fifth Third Securities, Inc. in Northville, MI, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. His prior work includes roles at Citizens Securities, Inc., New York Community Bank, and LPL Financial, LLC. Fifth Third Securities serves a diverse range of individual and institutional clients, offering investment advisory and brokerage services through multiple program types on the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages roughly $10.9 billion in assets.
Shannon J
Series 63, Series 65
Florence, KY
FIFTH THIRD SECURITIES, Inc.
Shannon Johnson Mobley is a financial advisor with Fifth Third Securities, Inc. in Union, KY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Fifth Third Securities since 1999. Outside of her advisory role, she is a member and owner of two bar and restaurant ventures in Covington, KY. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program, serving individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options with features such as direct indexing and tax-overlay services, supported by its unique structure as a broker-dealer affiliated with Fifth Third Bank.
Andrew P
Series 65, Series 63
Louisville, KY
FIFTH THIRD SECURITIES, Inc.
Andrew Patterson is an advisor with Fifth Third Securities, Inc. in Louisville, KY, holding Series 65 and Series 63 licenses. He has experience in the financial industry since 2020, with prior roles at Fifth Third Bank and Woodforest National Bank, as well as a seven-year period at P & R Entertainment. Fifth Third Securities serves a diverse client base, including individual and institutional investors, offering investment advisory and brokerage services through the Passageway Managed Account Program. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages a range of portfolio management strategies via a platform supported by Fidelity’s Managed Account Xchange.
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