Traci Steder (CRD# 4595923) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in New Buffalo, MI and has over 21 years of experience in the finance industry.
CRD# 4849315
Captrust
CRD# 5365207
Ameriprise Financial Services, LLC
CRD# 6757460
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fifth Third Securities | New Buffalo, MI | Sep 2002 - Current | 21 |
| Fifth Third Bank | New Buffalo, MI | May 1995 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
- MI
-
Total Assets Under Management7,983MILLIONS
-
Total Number of Accounts40,143ACCOUNTS
-
Average Account Value$198,861
- 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)
- Other
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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