Beth Marsh, financial advisor Saint Joseph MI

Beth Marsh

CRD Number: 2782044
Current Firm: Fifth Third Securities, Inc.

Beth Marsh (CRD# 2782044) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Saint Joseph, MI and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Fifth Third Bank St. Joseph, MI Jul 2018 - Current 5
Fifth Third Securities St. Joseph, MI Jul 2018 - Current 5
The Huntington Investment Company Columbus, OH Oct 1997 - Jun 2018 20
Fmb Community Bank Niles, MI Mar 1991 - Jun 2018 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1996
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Beth A. Marsh
Phone Number: 888-889-1025
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    7,311
    MILLIONS
  • Total Number of Accounts
    41,519
    ACCOUNTS
  • Average Account Value
    $176,089
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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