Stephanie MetzCRD Number: 6355498
Current Firm: Fifth Third Securities, Inc.
Stephanie Metz (CRD# 6355498) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Carmel, IN and has over 7 years of experience in the finance industry.
Canterbury Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sanctuary Advisors, LLC
|Fifth Third Securities||Brazil, IN||May 2014 - Current||7|
|Fifth Third Bank||Brazil, IN||Aug 2010 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2014|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management1,885MILLIONS
Total Number of Accounts7,984ACCOUNTS
Average Account Value$236,155
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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