Unclaimed
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.
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
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.
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
Active
Inactive
F
FINRA
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