Fifth Third Investment Team Stephen Peloquin
Investment Executive
Day of the Week | Hours |
---|---|
Monday | 9:00 AM - 5:00 PM |
Tuesday | 9:00 AM - 5:00 PM |
Wednesday | 9:00 AM - 5:00 PM |
Thursday | 9:00 AM - 5:00 PM |
Friday | 9:00 AM - 6:00 PM |
Saturday | 9:00 AM - 1:00 PM |
Sunday | Closed |
Five Points
2035 Cattlemen Road Sarasota, FL 34232 USAbout Stephen
Serving the Sarasota area, Stephen provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Stephen works closely with you to develop an investment plan that works for your unique objectives.
Personal Background
I've been married since 2008, and we are blessed with two wonderful boys. We have lived in the Sarasota area for nearly nine years, and we enjoy being involved with the community. When I'm not helping my clients, I enjoy being with my family and friends, playing golf, fishing, cooking, and learning about wine.
My personal commitment is to provide clients with customized services to help them meet their financial goals. After working with clients to identify and define their goals and needs, I develop strategies to help them meet their objectives. I meet with my clients periodically to make adjustments to their portfolios and re-define their needs as necessary to help keep them on track to achieve their long-term goals.
Florida Atlantic University, Boca Raton, Florida
- Series 7
- Series 66
- Life Insurance
Contact Me
About Fifth Third Securities
"With Fifth Third Securities, your plans and aspirations are in the hands of seasoned financial professionals focused on serving you.
We are committed to providing you personalized, comprehensive financial services designed to help preserve and grow your assets, protect your family, and allow you to create the lifestyle you want."
Learn MoreIndividual Investment Services
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- Financial InsightsThe Financial Insights helps keep you informed with relevant articles focused on the markets, investing, and person finance.
- Visit FINRA’s BrokerCheck® to learn more about our financial professionals and Fifth Third Securities.