Samantha
Petter
Fifth Third Securities, Inc
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About this Advisor
Samantha Petter is a financial advisor working out of Louisville, Kentucky with 2 years of industry experience. Petter is an employee of Fifth Third Securities, Inc. During their career, Petter has held roles at Fifth Third Bank National Association, Landry'S Entertainment Group, Eddie Merlot'S Prime Aged Beef And Seafood, Ups, Sidebar A Whiskey Row, Marketplace Restaurant, Eddie Merlot'S, University Of Louisville, Indiana University- Southeast, Ramsey'S Diner, Henry Clay High School and Fifth Third Securities. Petter maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Kentucky. Fifth Third Securities, Inc is an advisory firm that has its headquarters in Cincinnati, OH. The firm has offices in 1,117 locations and a total of 1,205 people on staff. It controls $7 billion in total assets among its 41,519 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advice to 18 charities and foundations. Of its 41,519 accounts, just 3% are held by high-net-worth clients who have more than $1 million in investable assets. The advisory firm has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fees usually vary depending on which service is provided. However, fee types charged by Fifth Third Securities, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fifth Third Securities, Inc Brokerage Details
$7,311,047,248
1,205
41,519
$176,089
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
Samantha Petter Work History
Samantha has been registered as a financial advisor for 2 years.*
Fifth Third Securities
Fifth Third Bank National Association
Landry'S Entertainment Group
Eddie Merlot'S Prime Aged Beef And Seafood
Indiana University- Southeast
Ups
Sidebar A Whiskey Row
Marketplace Restaurant
Eddie Merlot'S
University Of Louisville
Marketplace Restaurant
University Of Louisville
University Of Louisville
Ramsey'S Diner
Henry Clay High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Samantha Petter 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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Cincinnati, OH
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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