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Kayla S
Series 63, Series 65
Fairborn, OH
FIFTH THIRD SECURITIES, Inc.
Kayla Stevens is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds Series 63 and Series 65 credentials and has two years of experience with FIFTH THIRD SECURITIES as well as additional financial industry experience dating back to 2016. Her prior work includes roles at Fifth Third Bank, AMVC Management Services, and Kalmbach Feeds. Fifth Third Securities, Inc. 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 via the Passageway platform and operates as a registered broker-dealer, investment adviser, and municipal advisor.
Yadira A
Series 63, Series 66
Niles, IL
FIFTH THIRD SECURITIES, Inc.
Yadira Alvarado is a financial advisor at Fifth Third Securities, Inc. with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2007. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, offering a range of discretionary managed-account programs and distinctive features such as direct indexing and tax-overlay services.
Bruce K
Series 63, Series 65
Springboro, OH
FIFTH THIRD SECURITIES, Inc.
Bruce Krarup Jr. is a financial advisor with Fifth Third Securities, Inc. in Springboro, Ohio, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has been with Fifth Third Securities since 2009. 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 combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features like direct indexing and an optional tax-overlay service.
Timothy P
Series 66, Series 63
Henderson, KY
FIFTH THIRD SECURITIES, Inc.
Timothy Puckett is an advisor at Fifth Third Securities, Inc. with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Fifth Third Securities since 2012, alongside tenure at Fifth Third Bank beginning in 2011. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services. The firm provides access to a variety of managed account programs through the Passageway platform, combining third-party portfolio managers with tailored investment strategies.
Eric R
Series 65, Series 63
Dublin, OH
FIFTH THIRD SECURITIES, Inc.
Eric Rogers is a financial advisor at Fifth Third Securities, Inc. in Dublin, Ohio, holding Series 65 and Series 63 licenses. He has one year of experience with Fifth Third Securities and five years with Fifth Third Bank, along with prior roles in communications and sales. 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 various managed account programs and portfolio management options via the Passageway platform and operates as a wholly owned subsidiary of Fifth Third Bank.
Brian K
Series 66
Highland, IN
FIFTH THIRD SECURITIES, Inc.
Brian Kirkland is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, where he has worked since 2022. Prior to that, he held positions at Bank of America, Merrill Lynch, and Bosak Auto Group. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, combining advisor-directed models and third-party portfolio management, and operates as a wholly owned subsidiary of Fifth Third Bank.
Hector C
Series 63, Series 65
Estero, FL
FIFTH THIRD SECURITIES, Inc.
Hector Cruz is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fifth Third Securities since 2012 and Fifth Third Bank since 2010. He is based in Estero, Florida. 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 features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with regulatory registrations as a broker-dealer, investment adviser, and municipal advisor.
Michael M
Series 65, Series 63
Owosso, MI
FIFTH THIRD SECURITIES, Inc.
Michael Modlin is a financial advisor at Fifth Third Securities, Inc. with nine years of industry experience. He holds Series 65 and Series 63 licenses and has been with Fifth Third Securities since 2017, additionally having worked at Fifth Third Bank since 2009. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs and portfolio management options, operating as a wholly owned subsidiary of Fifth Third Bank.
Nancy K
Series 63, Series 65
Painesville, OH
FIFTH THIRD SECURITIES, Inc.
Nancy Kitson is a financial advisor with Fifth Third Securities, Inc. in Painesville, Ohio. She holds Series 63 and Series 65 designations and has 31 years of industry experience. Her prior roles include positions at Key Investment Services, LLC and Fifth Third Bank. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering access to various managed account programs primarily via Fidelity’s Managed Account Xchange. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, supporting a range of investment strategies including mutual funds, SMAs, and direct indexing.
Denes C
Series 63, Series 65
Mayfield Heights, OH
FIFTH THIRD SECURITIES, Inc.
Denes Chapo III is a financial advisor at Fifth Third Securities, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2017, following a decade at U.S. Bancorp Investments, Inc. Fifth Third Securities, Inc. 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 optional tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.
Jerome E
Series 63, Series 66
Middletown, OH
FIFTH THIRD SECURITIES, Inc.
Jerome Evers is a financial advisor at Fifth Third Securities, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fifth Third Securities since 2001. Outside of his advisory role, he is a co-owner of a family real estate company. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering a range of managed account programs and portfolio management options via its Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, and is a wholly owned subsidiary of Fifth Third Bank.
Benjamin M
Series 63, Series 65
Grand Rapids, MI
FIFTH THIRD SECURITIES, Inc.
Benjamin Mondoux is a financial advisor with Fifth Third Securities, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at Fifth Third Bank and several local businesses. Fifth Third Securities serves individual, high-net-worth, and institutional clients through various investment advisory and brokerage programs, offering a range of portfolio management options on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services including mutual fund and ETF models, separately managed accounts, and tax-overlay strategies.
Tate C
Series 63, Series 65
Waterville, OH
FIFTH THIRD SECURITIES, Inc.
Tate Carnicom is a financial advisor at Fifth Third Securities, Inc. in Waterville, Ohio, holding Series 63 and Series 65 licenses. He has one year of industry experience, with prior roles at Fifth Third Bank and Bassett's Market. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering a range of managed account programs and portfolio management options. The firm operates as a wholly owned subsidiary of Fifth Third Bank and supports clients with services that include mutual fund and ETF models, separately managed accounts, and direct indexing strategies.
Brook K
Series 66
Lakewood, CO
FIFTH THIRD SECURITIES, Inc.
Brook Kramer is a financial advisor with Fifth Third Securities, Inc. in Lakewood, Colorado, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at BMO Bank, Bancwest Investment Services, Bank of the West, Wells Fargo, and First Western Trust. 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 options and features such as direct indexing and tax-overlay services within a platform supported by its affiliation with Fifth Third Bank.
Kathleen B
Series 63, Series 66
Columbus, OH
FIFTH THIRD SECURITIES, Inc.
Kathleen Bindas is a financial advisor at Fifth Third Securities, Inc. in Columbus, Ohio, with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at notable firms including J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Kathleen has held various roles within Fifth Third Securities since 2016. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering services through investment advisory and brokerage channels. The firm utilizes the Passageway Managed Account Program platform, providing a range of investment approaches from mutual fund and ETF models to separately managed accounts and direct indexing strategies.
James H
Series 66
Cape Coral, FL
FIFTH THIRD SECURITIES, Inc.
James Haltigan is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds a Series 66 designation and has 17 years of industry experience. He has been with Fifth Third Securities and Fifth Third since 2008. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, including high-net-worth clients, charitable organizations, corporate and business clients, and other institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and an optional tax-overlay service.
Mark P
Series 63, Series 66
Westerville, OH
FIFTH THIRD SECURITIES, Inc.
Mark Posey is a financial advisor with Fifth Third Securities, Inc. in Westerville, OH, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Fifth Third Securities since 2016. Outside of his advisory role, Posey serves as the head volleyball coach at Westerville North High School. 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 program types via the Passageway Managed Account Platform, utilizing third-party portfolio managers and various investment strategies tailored to client risk profiles.
David T
Series 63, Series 65
Grand Rapids, MI
FIFTH THIRD SECURITIES, Inc.
David Tiesma is a financial advisor at Fifth Third Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JPMorgan Securities LLC and Fifth Third Bank. Outside of his financial career, he is active as a comedian and actor in the Grand Rapids area. 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 with features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank.
Amber S
Series 63, Series 65
Wauconda, IL
FIFTH THIRD SECURITIES, Inc.
Amber Sutton is a financial advisor at Fifth Third Securities, Inc. with 14 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at Fifth Third Securities and Fifth Third Bank since 2018. Prior to that, she was with NYLIFE Securities LLC and New York Life Insurance Company from 2014 to 2018. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is noted for its municipal-advisor registration and affiliation with Fifth Third Bank.
Christopher L
CFP®, Series 63, Series 66
River Forest, IL
FIFTH THIRD SECURITIES, Inc.
Christopher Lago is a CFP® professional with 12 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2014. He has been associated with Fifth Third Bank since 2013. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm provides various discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.
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