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Susan Ann Sizemore

Ameritas Investment Company, LLC

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About Susan Ann Sizemore

Susan Sizemore is a financial professional with over 20 years of experience in the financial services industry. Susan has held a Series 6 registration since January 2002 and passed the Securities Industry Essentials (SIE) Exam in October 2018. Susan is currently registered with Ameritas Investment Company, LLC and was previously registered with Carillon Investments, Inc.

Firm Information

Susan Sizemore is currently registered with Ameritas Investment Company, LLC. Ameritas Investment Company, LLC is a Limited Liability Company formed in April 1984. It is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

297

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.

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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Susan Sizemore’s Registration & Firm History

OH

06/30/2006 - Present

Ameritas Investment Company, LLC (CINCINNATI OH)

OH

01/31/2002 - 06/30/2006

CARILLON INVESTMENTS, INC. (CINCINNATI OH)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan Ann Sizemore.
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