Unclaimed
Robert Fitzpatrick is an investment advisor representative at The Huntington Investment Co. He has been in the financial services industry since May 2014. Robert has a Series 6, Series 7, and Series 63 license, as well as a Uniform Investment Adviser Law Examination license. Robert specializes in providing financial advice and portfolio management for individuals, businesses, and charitable organizations.
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
10/18/2016 - Present
THE Huntington Investment Co. (LOVELAND OH)
OH
08/06/2014 - 10/17/2016
PNC INVESTMENTS (CINCINNATI OH)
OH
05/16/2014 - 07/29/2014
WESBANCO SECURITIES, INC. (CINCINNATI OH)
IA
Issued 10/14/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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