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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick 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.
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.
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2
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)
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
Active
Inactive
F
FINRA
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