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Dan R

Series 63, Series 65, Series 66

Strongsville, OH

FIFTH THIRD SECURITIES, Inc.

Dan Romano is a financial advisor at Fifth Third Securities, Inc. with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with Fifth Third Securities and Fifth Third Bank since 2005. Outside of his advisory role, he is an owner and landlord of a rental property through PAMJ Group LLC. Fifth Third Securities 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 combines third-party portfolio managers with advisor-managed options, supported by a platform that includes direct indexing and tax-overlay services.

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

Series 63, Series 65

Strongsville, OH

FIFTH THIRD SECURITIES, Inc.

Anthony Trunzo is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Fifth Third Securities since 2023 and has been affiliated with Fifth Third Bank since 2017. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a range of program types via the Passageway Managed Account Platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a client base that includes high-net-worth individuals, corporations, trusts, and retirement accounts.

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

Series 66

Strongsville, OH

FIFTH THIRD SECURITIES, Inc.

Denis Kazalac is a financial advisor with Fifth Third Securities, Inc. He holds the Series 66 designation and has 22 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2019, he worked at Citizens Securities, Inc. for eight years. Outside of his advisory role, he manages rental properties in Brooklyn, Ohio. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutions through its Passageway Managed Account Program. The firm combines multiple managed-account options with features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a comprehensive supervisory framework.

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

Series 63, Series 65

Strongsville, OH

FIFTH THIRD SECURITIES, Inc.

Richard Parsson is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to his current role, he worked at Citizens Securities from 2015 to 2022. 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 a platform that includes discretionary managed accounts, direct indexing, and access to various fund strategist programs.

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