Nancy Kitson (CRD# 1527475) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Concord Township, OH and has over 27 years of experience in the finance industry.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
CRD# 5069849
Strategic Wealth Partners, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fifth Third Bank | Cincinnati, OH | Oct 2021 - Current | 2 |
| Fifth Third Securities | Cincinnati, OH | Oct 2021 - Current | 2 |
| Key Investment Services LLC | Brooklyn, OH | Jan 2021 - Oct 2021 | < 1 |
| Key Investment Services, LLC | Pepper Pike, OH | Mar 2016 - Jan 2021 | 4 |
| Key Investment Services LLC | Pepper Pike, OH | Dec 2014 - Mar 2016 | 1 |
| The Huntington Investment Company | Columbus, OH | Oct 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2010 |
- OH
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Total Assets Under Management7,983MILLIONS
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Total Number of Accounts40,143ACCOUNTS
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Average Account Value$198,861
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
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