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Peter Samboul

Fifth Third Securities, Inc.

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About Peter Samboul

Peter Samboul is a financial professional with over 20 years of experience in the industry. Peter has a broad range of experience, including time at Wells Fargo Investments, LLC and currently at Fifth Third Securities, Inc.. Peter holds licenses for both securities and investment advisory. Peter is registered to provide investment advice in 51 states.

Firm Information

Peter Samboul is currently registered with Fifth Third Securities, Inc.. Fifth Third Securities, Inc. is a corporation headquartered in Cincinnati, Ohio. Founded in 1925, the firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Fifth Third Securities, Inc. manages over $7.9 billion in assets for a diverse range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also participates in a wrap fee program.
Fifth Third Securities, Inc.

34 FOUNTAIN SQUARE PLAZA

CINCINNATI, OH 45263

$7.98B

Assets Under Management

Not reported

Total Clients

1,080

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sponsor wrap fee program

Sponsor wrap fee program

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.

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percentage of assets

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

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Peter Samboul’s Registration & Firm History

CA

10/27/2017 - Present

Fifth Third Securities, Inc. (LOS ANGELES CA)

CA

02/15/2005 - 07/15/2005

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 01/31/2019

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 03/17/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/04/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/2017

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 02/14/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Samboul.
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