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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. based in Kissimmee, FL, holding Series 65 and Series 63 credentials with one year of industry experience. His work history includes roles at Fifth Third Securities and Fifth Third Bank, as well as positions in retail and corporate environments including Armani Exchange and Disney. He has also been involved with the UCF College of Business since 2015. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through advisory and brokerage channels. The firm offers multiple investment programs on the Passageway platform, leveraging third-party portfolio managers and a range of strategies from mutual funds and ETFs to separate managed accounts and direct indexing.

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