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Sandra Lynn Stack-potjunas

Fifth Third Securities, Inc.

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About Sandra Lynn Stack-potjunas

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.

Firm Information

Sandra Stack-potjunas 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.

911 GRAHAM ROAD

CUYAHOGA FALLS, OH 44221

$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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Sandra Stack-potjunas’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sandra Lynn Stack-potjunas.
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