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Patricia Lynn Morisette

THE Huntington Investment Co.

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About Patricia Lynn Morisette

Patricia Morisette is an investment advisor representative with The Huntington Investment Co., where she has been working since June 2022. She has been in the securities industry since April 2007. Patricia holds Series 6, 7, 14, 24 and 66 securities licenses, and is registered to advise in Michigan. She is based in Brighton, MI.

Firm Information

Patricia Morisette is currently registered with THE Huntington Investment Co.. THE Huntington Investment Co. is a Corporation headquartered in COLUMBUS, OH. It is a registered investment advisor with the SEC and in 53 states. They have approximately 5196750113 in regulatory assets under management. THE Huntington Investment Co. provides financial planning, portfolio management for businesses, portfolio management for individuals, and selection of other advisors. They have a total of 32956 accounts, all of which are discretionary.
THE Huntington Investment Co.

41 S. HIGH STREET

COLUMBUS, OH 43215

$5.20B

Assets Under Management

Not reported

Total Clients

863

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Patricia Morisette’s Registration & Firm History

MI

07/01/2022 - Present

THE Huntington Investment Co. (Brighton MI)

MI

09/24/2007 - 05/17/2022

FIFTH THIRD SECURITIES, INC. (BRIGHTON MI)

MI

11/08/2006 - 05/31/2007

FIFTH THIRD SECURITIES, INC. (NOVI MI)

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Licenses & Designations

BOTH

Issued 05/09/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/13/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 02/10/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2007

Series 7 - General Securities Representative Examination

BC

Issued 11/07/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patricia Lynn Morisette.
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