Unclaimed
Susan Weber is a financial professional with over 10 years of experience in the industry. Susan is registered with Fifth Third Securities, Inc. and has a Series 6, 7, 63, and 65. Susan is currently registered in 27 states to provide investment advisory and brokerage services. Susan has a strong track record of helping individuals and families achieve their financial goals. Susan's clients appreciate her personalized approach to financial planning. Susan is committed to providing her clients with the highest level of service and expertise.
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
11/24/2015 - Present
Fifth Third Securities, Inc. (WEST CHESTER OH)
IA
Issued 12/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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