Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Fellman is a financial advisor who has been in the industry since September 2005. She has been registered with the Securities and Exchange Commission (SEC) since February 2016. Her registration number is 5011739. She is currently employed by ON Investment Management Co. in Cincinnati, Ohio. Susan has been working with clients in the areas of financial planning, portfolio management, and the selection of other advisors. Her specialization is in the area of investments, insurance and retirement planning.
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.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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.
1
2
OH
02/04/2016 - Present
ON Investment Management Co. (Cincinnati OH)
OH
02/09/2016 - 10/23/2018
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
OH
09/23/2005 - 01/28/2016
U.S. BANCORP INVESTMENTS, INC. (HAMILTON OH)
BOTH
Issued 11/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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