Unclaimed
Samuel Uselton is an investment advisor representative associated with Fifth Third Securities, Inc. He holds a Series 63, 65, and 6TO licenses, and the SIE exam. Samuel has been in the industry since 2023, and specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Samuel is a registered investment advisor in Tennessee and has a current employment with Fifth Third Securities, Inc. in Franklin, Tennessee.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
TN
02/09/2024 - Present
Fifth Third Securities, Inc. (FRANKLIN TN)
IA
Issued 02/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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