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Sean F

CFP®, Series 66

Charlotte, NC

FIFTH THIRD SECURITIES, Inc.

Sean Fenerty is a financial advisor at Fifth Third Securities, Inc. based in Charlotte, NC, holding a Series 66 designation with six years of industry experience. His prior work includes roles at Bank of America, Merrill Lynch, Sonic Automotive, and Sandmeyer Steel Company. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporations, and institutional investors through its Passageway Managed Account Program. The firm combines a municipal-advisor registration with its affiliation to Fifth Third Bank, providing multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Marc Z

CFP®, Series 63, Series 66

Charlotte, NC

FIFTH THIRD SECURITIES, Inc.

Marc Zeller is a CFP® professional with 27 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2009. He holds Series 63 and Series 66 licenses and is based in Charlotte, NC. Fifth Third Securities, Inc. provides 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 offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Jeffrey D

CFP®, Series 66

Charlotte, NC

FIFTH THIRD SECURITIES, Inc.

Jeffrey Davis is a CFP® with 18 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2020. Prior to this, he worked at TD Ameritrade, Inc. from 2014 to 2020. 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 multiple managed-account options with features like direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Tyler F

Series 63, Series 65

Charlotte, NC

FIFTH THIRD SECURITIES, Inc.

Tyler Fiorenza is a financial advisor with Fifth Third Securities, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses with three years of industry experience. His work history includes roles at Fifth Third Securities since 2022 and Fifth Third Bank since 2020, with prior experience in insurance and retail sectors. 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 tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Rhonda G

Series 63, Series 66

Charlotte, NC

FIFTH THIRD SECURITIES, Inc.

Rhonda Gilliam is a financial advisor at Fifth Third Securities, Inc. in Charlotte, NC, with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2016. Outside of her advisory role, she works part-time as an Uber driver. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated relationships among its bank, platform sponsor, and clearing firm.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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