Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Weber is a registered representative with Fifth Third Securities, Inc. Susan is a licensed investment advisor representative in Ohio. She has been in the securities industry since 2011. Susan has a series 63, 65, 7TO, and SIE licenses. Susan specializes in providing financial planning, portfolio management for individuals and businesses, 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
11/24/2015 - Present
Fifth Third Securities, Inc. (WEST CHESTER OH)
IA
Issued 12/4/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/5/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Susan Weber is the right advisor for you? Invested Better is here to help.
