Advisor at FIFTH THIRD SECURITIES, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
FIFTH THIRD SECURITIES, Inc.
Location
Owosso, MI 48867
Credentials
Series 63, Series 66
Industry experience
23 years
Suzzanne Cross is a financial advisor with Fifth Third Securities, Inc. in Owosso, MI, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Fifth Third Securities since 2001 and has worked at Fifth Third Bank since 1980. Outside of her advisory role, she volunteers at Memorial Healthcare Auxiliary Hospital and serves as Vice President of Curwood Festival, Inc., a local nonprofit organization. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutions. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a range of discretionary managed-account programs and access to specialized portfolio management and tax-overlay services.
Based on FIFTH THIRD SECURITIES, Inc.
Based on FIFTH THIRD SECURITIES, Inc.
$0 - $250,000: 1.50% $250,001 - $500,000: 1.35% $500,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.80%
Account minimum: $10,000 (Passageway Focus Program minimum; other programs range from $50,000 to $100,000)
123 North Washington
Owosso, MI 48867
Michigan
Fifth Third Securities
2001 - Present (25 years)
FIFTH THIRD BANK
1980 - Present (46 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
New Lothrup, MI
Faithful Steward Wealth Management, Inc.
CFP®, Series 63, Series 65
Owosso, MI
LIFEGOALS FINANCIAL GROUP
Series 63, Series 65, Series 66
Owosso, MI
MMI Asset Management Services, LLC
Series 65
Laingsburg, MI
Sovereign Financial Group, Inc.
Series 63
Corunna, MI
M Holdings Securities, INC.
Series 63, Series 66
Owosso, MI
The huntington Investment company
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