Unclaimed
Sandra Lynn Stack-potjunas is a registered representative of Fifth Third Securities, Inc. in Cuyahoga Falls, OH. Sandra has been in the industry since 1992 and is currently registered with the state of Ohio. Her previous experience includes working with Chase Investment Services Corp., Natcity Investments, Inc., and Banc One Securities Corporation. Sandra offers a wide range of advisory services, including financial planning, portfolio management, and selection of other advisors.
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
07/19/2007 - Present
Fifth Third Securities, Inc. (CUYAHOGA FALLS OH)
OH
09/20/2005 - 07/06/2007
CHASE INVESTMENT SERVICES CORP. (WARREN OH)
OH
05/20/2004 - 09/14/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
IL
03/11/1992 - 04/29/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 6/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/9/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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