Samuel
Beriault
Fifth Third Securities, Inc
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About this Advisor
Samuel Beriault is a financial advisor based in West Lafayette, Indiana, working with Fifth Third Securities, Inc. Samuel has previously held positions at Ameriprise Financial Services, LLC, Guerin Catholic High School, Butler University, Mass Mutual Life Insurance Company, Mml Investors Services, LLC, Primerica, West Point Financial Group, Ameriprise Financial, Fifth Third Bank, Fifth Third Securities, and Mass Mutual Life Insurance. Samuel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Samuel is part of Fifth Third Securities, Inc, which operates out of West Lafayette, Indiana. The firm has 1,117 offices and 1,228 employees. The firm manages assets totaling $8.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Fifth Third Securities, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fifth Third Securities, Inc Brokerage Details
$7,982,892,401
1,228
40,143
$198,861
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Samuel Beriault Work History
Fifth Third Bank
Fifth Third Securities
Mass Mutual Life Insurance Company
Mml Investors Services, LLC
West Point Financial Group
Mass Mutual Life Insurance
Mml Investors Services, LLC
Ameriprise Financial Services, LLC
Primerica
Ameriprise Financial
Primerica
Butler University
Butler University
Guerin Catholic High School
Guerin Catholic High School
Disclosures
Please visit the SEC profile of Samuel Beriault to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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