Fifth Third Securities, Inc
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About this Advisor
Marc Zeller is a certified financial planner operating in Charlotte, North Carolina, who has been in the industry for 20 years. Zeller is an advisor for Fifth Third Securities, Inc. Over the course of their career, they have held roles at First Investors Corporation and Fifth Third Securities. Zeller has Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to operate in North Carolina and Texas. Fifth Third Securities, Inc is a company that has its headquarters in Charlotte, North Carolina. The company has offices in 1,187 locations and a total of 1,333 employees. It oversees $1 billion in assets under management among its 5,270 client accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm serves nine charities and foundations. Of its 5,270 client accounts, just 1% are associated with high-net-worth individuals who have greater than $1 million in assets. Fifth Third Securities, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fee schedules usually vary depending on the services provided. Fee types billed by Fifth Third Securities, Inc typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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Fifth Third Securities, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Marc Zeller Work History
Marc has 20 years of experience.
Fifth Third Securities
First Investors Corporation
Marc Zeller has no disclosures.
Please visit their SEC profile for more details.