Rebecca Greene

Employer firm

Fifth Third Securities, Inc. CRD 628

$10.9B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• SPONSOR WRAP FEE PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1999 → 03/2018
  Citizens Bank
  Cleveland, OH
• 11/2015 → 03/2018
  Citizens Securities, Inc
  Cleveland, OH
• 03/2018 → 01/2020
  Citizens Bank
  University Heights, OH
• 03/2018 → 01/2020
  Citizens Securities Inc.
  University Heights, OH
• 01/2020 → Present
  Fifth Third Bank
  Cleveland, OH
• 01/2020 → Present
  Fifth Third Securities
  Cleveland, OH

Previous Registrations

• 2016-08-16 → 2020-01-08
  Citizens Securities, Inc.
  Cleveland, OH
  Brunswick, OH
  Fairlawn, OH
  University Heights, OH
  Southgate, MI
  Southfield, MI
  Rocky River, OH

Other Businesses

rental property - Lakewood, OH 44107 - owner/landlord - 20 hrs/mo (0 during mkt hrs) - not securities related - will not interfere with duties at firm

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-15
• S63 Uniform Securities Agent State Law Examination
  2016-02-19

Other Names

• Rebecca Lee Olson
• Rebecca Greene
• Rebecca Lee Greene