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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Petter is a financial advisor with Truist Advisory Services, Inc. in Louisville, Kentucky. Samantha has been in the industry for over 4 years and has experience with both individual and business clients. Samantha has a Series 63 and 65 licenses, as well as Series 6TO and SIE licenses. She specializes in portfolio management for individuals, businesses, and investment companies. Samantha also offers financial planning, publication of periodicals, and selection of other advisers. Samantha has worked previously with Fifth Third Securities, Inc. and Fifth Third Bank National Association.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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KY
12/05/2024 - Present
Truist Advisory Services, Inc. (LOUISVILLE KY)
KY
12/12/2020 - 02/16/2024
FIFTH THIRD SECURITIES, INC. (LOUISVILLE KY)
IA
Issued 07/06/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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