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Patrick James Blume

Fifth Third Securities, Inc.

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About Patrick James Blume

Patrick Blume is a financial advisor at Fifth Third Securities, Inc. Patrick has been a Registered Representative for 26 years. Patrick has experience in helping clients with their financial needs, including investment management, financial planning, and selection of other advisors. Patrick holds the Series 63, Series 65, Series 7, and Series 8 licenses. Patrick's background includes previous employment with Chase Investment Services Corp, BANC ONE SECURITIES CORPORATION, WINGSPAN INVESTMENT SERVICES, and WATERHOUSE SECURITIES, INC. Patrick's office is located at 102 West Front Street, Traverse City, MI 49684.

Firm Information

Patrick Blume is currently registered with Fifth Third Securities, Inc.. Fifth Third Securities, Inc. is a corporation headquartered in Cincinnati, Ohio. Founded in 1925, the firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Fifth Third Securities, Inc. manages over $7.9 billion in assets for a diverse range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also participates in a wrap fee program.
Fifth Third Securities, Inc.

102 WEST FRONT STREET

TRAVERSE CITY, MI 49684

$7.98B

Assets Under Management

Not reported

Total Clients

1,080

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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.

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sponsor wrap fee program

Sponsor wrap fee program

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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Patrick Blume’s Registration & Firm History

MI

02/05/2010 - Present

Fifth Third Securities, Inc. (TRAVERSE CITY MI)

IL

07/06/2005 - 12/01/2008

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

IL

07/25/2000 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

IL

04/27/1999 - 08/14/2000

WINGSPAN INVESTMENT SERVICES (CHICAGO IL)

NE

09/01/1994 - 04/15/1999

WATERHOUSE SECURITIES, INC. (OMAHA NE)

CO

10/21/1993 - 11/02/1993

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

IA

Issued 3/11/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/22/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 8/11/1999

Series 24 - General Securities Principal Examination

BC

Issued 11/8/1995

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick James Blume.
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