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Samuel Beriault

Fifth Third Securities, Inc.

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About Samuel Beriault

Samuel Beriault is a registered representative with Fifth Third Securities, Inc. He has experience in the financial services industry, having previously worked with MML Investors Services, LLC and Ameriprise Financial Services, LLC. Samuel is licensed to provide securities and investment advisory services in multiple states. Samuel is able to help clients with various investment needs, including portfolio management for individuals and businesses.

Firm Information

Samuel Beriault 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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Samuel Beriault’s Registration & Firm History

IN

11/28/2023 - Present

Fifth Third Securities, Inc. (WEST LAFAYETTE IN)

IN

10/06/2021 - 11/21/2023

MML INVESTORS SERVICES, LLC (Indianapolis IN)

IN

11/30/2020 - 06/15/2021

AMERIPRISE FINANCIAL SERVICES, LLC (Indianapolis IN)

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Licenses & Designations

IA

Issued 10/19/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/18/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/30/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/31/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samuel Beriault.
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