Nan Matteson, financial advisor Florence KY

Nan Matteson

CRD Number: 4947960
Current Firm: Fifth Third Securities, Inc.

Nan Matteson (CRD# 4947960) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Florence, KY and has over 18 years of experience in the finance industry. Nan Matteson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fifth Third Securities Cincinnati, OH Sep 2005 - Current 18
Fifth Third Securities Cincinnati, OH Jul 2003 - Current 20
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2006
Contact Info for Nan E. Matteson
Phone Number: 888-889-1025
Registered State(s):
  • KY
  • OH
By the Numbers
  • Total Assets Under Management
    7,311
    MILLIONS
  • Total Number of Accounts
    41,519
    ACCOUNTS
  • Average Account Value
    $176,089
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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