Advisor at FIFTH THIRD SECURITIES, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
FIFTH THIRD SECURITIES, Inc.
Location
Holland, MI 49423
Credentials
Series 63, Series 65
Industry experience
< 1 year
Angela Holmes is a financial advisor at Fifth Third Securities, Inc. She holds Series 63 and Series 65 licenses and has been in the financial services industry since 2013, with experience at Huntington National Bank, Allegan Credit Union, Fifth Third Bank, and Fifth Third Securities. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs, including advisor-directed models and direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank.
Based on FIFTH THIRD SECURITIES, Inc.
Based on FIFTH THIRD SECURITIES, Inc.
$0 - $250,000: 1.50% $250,001 - $500,000: 1.35% $500,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.80%
Account minimum: $10,000 (Passageway Focus Program minimum; other programs range from $50,000 to $100,000)
757 Michigan Avenue
Holland, MI 49423
Michigan
Fifth Third Securities
2025 - Present (1 year)
FIFTH THIRD BANK
2019 - Present (7 years)
UnEmployed
2018 - 2019 (1 year)
Allegan Credit Union
2018 - 2018 (1 year)
Huntington National Bank
2013 - 2018 (5 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, CFA®, Series 66
Holland, MI
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Series 66
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Series 65
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