Unclaimed
Robert Patton is an investment advisor representative with The Huntington Investment Co. Robert has been in the securities industry since December 1993. Robert is registered with the state of Ohio and holds FINRA Series 7, 24, 63, and 65 licenses. Robert Patton specializes in providing financial planning, portfolio management for individuals and businesses, 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.
1
2
OH
10/12/2010 - Present
THE Huntington Investment Co. (MASON OH)
BOTH
Issued 05/05/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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