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David R
Series 65, Series 63
Kissimmee, FL
FIFTH THIRD SECURITIES, Inc.
David Rodriguez Lozada is a financial advisor at Fifth Third Securities, Inc. in Kissimmee, FL, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to his current role, he worked at Fifth Third Bank and held positions in the retail and fashion sectors. He has also been affiliated with the UCF College of Business for over a decade. Fifth Third Securities serves a diverse clientele, including individual high-net-worth and institutional clients, providing investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and offers a range of strategies including mutual fund and ETF models, separately managed accounts, tax overlay services, and direct indexing.
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