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Joseph L

Series 63, Series 66

Huntersville, NC

FIFTH THIRD SECURITIES, Inc.

Joseph Lopardi is a financial advisor with Fifth Third Securities, Inc. in Davidson, NC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Fifth Third Securities since 2015. Outside of his advisory role, he works part-time in media entertainment for Netflix. 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 provides multiple discretionary managed-account options, including advisor-directed models and direct indexing, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

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

Series 63, Series 65

Huntersville, NC

FIFTH THIRD SECURITIES, Inc.

Benjamin Kristoff is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His career has been primarily with Fifth Third Securities and Fifth Third Bank since 2011, with a brief tenure at Wcm. 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, corporations, and institutional investors. The firm combines its broker-dealer and municipal-advisor registrations with a corporate affiliation to Fifth Third Bank, providing clients access to multiple managed-account programs, direct indexing, tax-overlay services, and a broad range of fund strategist options.

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