linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Sandra Lee Venable

Fifth Third Securities, Inc.

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

About Sandra Lee Venable

Sandra Lee Venable is a financial professional with over 30 years of experience in the financial services industry. Sandra is currently registered with Fifth Third Securities, Inc. and has been with the firm since February 2011. Sandra has held previous positions with UBS Financial Services Inc., McDonald Investments Inc. and American Express Financial Advisors Inc. Sandra is a Certified Financial Planner and a Chartered Financial Consultant. Sandra's areas of expertise include financial planning, portfolio management for businesses and individuals, selection of other advisors, and the sponsor wrap fee program.

Firm Information

Sandra Venable 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.

600 SUPERIOR AVENUE EAST

CLEVELAND, OH 44114

$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.

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.

check

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.

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.

Sandra Venable’s Registration & Firm History

OH

02/08/2011 - Present

Fifth Third Securities, Inc. (CLEVELAND OH)

NJ

02/09/2007 - 07/06/2010

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

OH

10/05/1988 - 02/09/2007

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

NA

07/07/1987 - 03/17/1988

AMERICAN EXPRESS FINANCIAL ADVISORS INC.

Not sure if Sandra Lee Venable is right for you?

Licenses & Designations

BOTH

Issued 10/5/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 6/20/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sandra Lee Venable.
Not sure if Sandra Lee Venable is right for you?