Unclaimed
Patrick Whitmore is a financial professional with a background in the securities industry. Patrick is currently registered with Keybanc Capital Markets Inc. and is located in Cleveland, Ohio. Patrick holds the Series 63, Series 79TO, and SIE licenses, and is licensed in Ohio. Patrick previously worked at Fifth Third Securities, Inc.
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.
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.
1
2
OH
08/29/2023 - Present
Keybanc Capital Markets Inc. (CLEVELAND OH)
OH
09/30/2020 - 08/04/2023
FIFTH THIRD SECURITIES, INC. (CLEVELAND OH)
BC
Issued 02/05/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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