Unclaimed
Michael Carl Patzer is a registered representative of Fifth Third Securities, Inc., and has been in the industry since August 2002. Michael is also a registered investment advisor representative with Fifth Third Securities, Inc. and holds both a Series 6 and Series 7 license, and is licensed in twelve states including California, Colorado, Connecticut, Florida, Maryland, Ohio, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, and Washington. Michael has experience providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Michael is also a home inspector with GC Eagle Home Inspections.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
OH
04/03/2014 - Present
Fifth Third Securities, Inc. (COLUMBUS OH)
OH
12/20/2005 - 04/04/2014
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
IL
04/15/1998 - 08/31/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 6/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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