linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Amy Segatto Perrin

Fifth Third Wealth Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Amy? Claim Your Profile

About Amy Segatto Perrin

Amy Perrin is an investment advisor representative at Fifth Third Wealth Advisors LLC. Amy has been in the financial services industry for over 15 years. Amy has experience providing financial planning and portfolio management for individuals, families, and businesses. Amy holds Series 6, 7, 9, 10, 63, and 65 licenses. Amy is also a registered investment advisor in Illinois, Ohio, and Texas.

Firm Information

Amy Perrin is currently registered with Fifth Third Wealth Advisors LLC. Fifth Third Wealth Advisors LLC is a Cincinnati, OH-based wealth management firm that manages $571,665,625 in regulatory assets across 389 accounts. The firm provides financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They serve high-net-worth individuals, charitable organizations, pooled investment vehicles, corporations or other businesses, individuals other than high-net-worth, and pension and profit-sharing plans.
Fifth Third Wealth Advisors LLC

38 FOUNTAIN SQUARE PLAZA

CINCINNATI, OH 45263

$571.67M

Assets Under Management

Not reported

Total Clients

44

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Amy Perrin’s Registration & Firm History

IL

01/03/2024 - Present

Fifth Third Wealth Advisors LLC (Springfield IL)

IL

09/18/2009 - 10/13/2014

J.P. MORGAN SECURITIES LLC (SPRINGFIELD IL)

IL

05/04/1998 - 10/13/2003

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

Not sure if Amy Segatto Perrin is right for you?

Licenses & Designations

IA

Issued 05/24/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/11/2010

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/14/2010

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/13/2014

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2009

Series 7 - General Securities Representative Examination

BC

Issued 05/01/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amy Segatto Perrin.
Not sure if Amy Segatto Perrin is right for you?