Boynton Beach, FL South Jog Road Office

Team
Updated today

Client AUM

$10,669,592,784

Clients

46,299

Advisors

2

Of 1,008 advisors across 555 offices

Location

10891 South Jog Road

Boynton Beach FL 33437

Advisors at this office

2

Advisors at this office

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Fabrizio S

Series 63, Series 66

Boynton Beach, FL

FIFTH THIRD SECURITIES, Inc.

Fabrizio Sanchez is a financial advisor with Fifth Third Securities, Inc. in Lake Worth, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior work includes roles at Synovus Securities, Synovus Bank, LPL Financial, and Space Coast Credit Union. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

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

Series 63, Series 66

Boynton Beach, FL

FIFTH THIRD SECURITIES, Inc.

Frankie Portugal is a financial advisor with Fifth Third Securities, Inc. in Boca Raton, FL, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, LPL Financial, Northwestern Mutual, and Amherst Pierpont Securities LLC. 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 and affiliation with Fifth Third Bank to provide a platform featuring discretionary managed-account programs, direct indexing, and tax-overlay services.

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