Unclaimed
Patrick Martin is a financial advisor with Fifth Third Securities, Inc. based in Richmond, VA. Patrick has been in the financial industry since 1991 and has a wide range of experience. Patrick is registered with FINRA and holds the Series 7, 63, 72, 79TO, and SIE licenses. Previously, Patrick was employed with Truist Securities, Inc., BB&T Securities, LLC, and Scott & Stringfellow, LLC. Patrick’s current registration with Fifth Third Securities, Inc. began on April 11, 2023.
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
VA
04/11/2023 - Present
Fifth Third Securities, Inc. (RICHMOND VA)
VA
07/01/2020 - 01/27/2023
TRUIST SECURITIES, INC. (RICHMOND VA)
VA
01/02/2013 - 07/01/2020
BB&T SECURITIES, LLC (RICHMOND VA)
VA
05/05/1999 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RICHMOND VA)
VA
06/19/1998 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
11/01/1989 - 02/24/1997
CRAIGIE INCORPORATED (RICHMOND VA)
BC
Issued 2/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 72 - Government Securities Representative Examination
BC
Issued 1/2/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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