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Jamie G

Series 63, Series 65

Niles, IL

FIFTH THIRD SECURITIES, Inc.

Jamie Gaballa is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fifth Third Securities in 2024, Jamie was employed at Fifth Third Bank since 2022 and was self-employed from 2013 to 2021. 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 its municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple discretionary managed-account programs 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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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.

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

Series 63, Series 65

Niles, IL

FIFTH THIRD SECURITIES, Inc.

Fredric Hoffman is a financial advisor at Fifth Third Securities, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2009. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional entities, offering 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 provides various investment strategies, including mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.

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