Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Kubar is an investment advisor representative with Fifth Third Wealth Advisors LLC. Susan has been in the industry since April 2012. Susan is registered with the state of Florida, Maine, Ohio and Texas as an Investment Advisor Representative. Susan has passed the Series 65 exam, which is the Uniform Investment Adviser Law Examination. Susan is a dedicated advisor committed to providing clients with personalized financial planning and portfolio management services.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
02/14/2024 - Present
Fifth Third Wealth Advisors LLC (Tampa FL)
IA
Issued 02/13/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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