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Florence Benjamin Isaac

Investment adviser representative at Fifth Third Securities, Inc.
12 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

12 years in the industry.

  1. Fifth Third Securities, Inc.Mar 2026 to now
  2. Fifth Third BankMar 2026 to now
  3. LPL Enterprise, LLCNov 2024 to Mar 2026
  4. The Prudential Insurance Company of AmericaNov 2023 to Mar 2026
  5. Pruco Securities, LLCNov 2023 to Nov 2024
  6. UnemployedMay 2023 to Oct 2023
  7. Bank of America, N.A.Oct 2022 to Apr 2023
  8. Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to Apr 2023
  9. Encompass Investments, a Division of Verity Investments, Inc.Jan 2021 to Oct 2022
  10. Appreciation FinancialFeb 2019 to Dec 2020
  11. Ameriprise Financial Services IncAug 2018 to Mar 2020
  12. Mass Mutual ChicagoSep 2016 to Aug 2017
  13. Nb Allen & AssociatesSep 2014 to Jul 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2014
  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (IL).

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
6289898
Firm CRD
628
Advisor's SEC record (opens in a new tab)
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