Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Schubach is a financial advisor at The Huntington Investment Co. in Indianapolis. Patrick has been in the financial industry since 2008 and has a broad range of experience. Patrick is a registered representative and investment advisor, and is licensed to provide financial advice in Indiana. Patrick has a diverse clientele, including high net worth individuals, corporations, individuals, and charitable organizations. Patrick specializes in providing financial planning, portfolio management, and selection of other advisors.
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.
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.
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
IN
12/26/2017 - Present
THE Huntington Investment Co. (Indianapolis IN)
IN
06/21/2007 - 06/28/2012
THE HUNTINGTON INVESTMENT COMPANY (INDIANAPOLIS IN)
OH
11/30/2005 - 06/20/2007
ONLINE BROKERAGE SERVICES (WHITEHOUSE OH)
IL
03/27/2002 - 11/02/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 12/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/11/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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