Ana Fonseca
Investment adviser representative at Fifth Third Securities, Inc.
11 yearsExperience
1 stateRegistered in
$10.9BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Fifth Third Securities, Inc.Aug 2024 to now
- Fifth Third BankAug 2024 to now
- UnknownAug 2024 to now
- Investment Distributors IncJan 2022 to Aug 2024
- Concourse Financial GroupApr 2019 to Aug 2024
- Concourse Financial Group Securities IncApr 2019 to Aug 2024
- Protective Life Insurance CompanyApr 2019 to Aug 2024
- Raymond JamesJan 2016 to Apr 2019
- Raymond James Financial Services Advisors IncJan 2016 to Apr 2019
- Liberty BankDec 2015 to Apr 2019
- Raymond James Financial Services, Inc.Dec 2015 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (NC).
Fifth Third Securities, Inc.
$10.9BAssets managed
47,014Clients
1,012Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4115463
- Firm CRD
- 628