Patrick Fleming, financial advisor Clinton Township MI
93 score

Patrick Fleming

CRD Number: 5321577
Current Firm: Citizens Securities, Inc.

Patrick Fleming (CRD# 5321577) is an Investment Advisor Representative working at Citizens Securities, Inc. in Clinton Township, MI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Charter One Bank Clinton Twp, MI Apr 2014 - Current 2
Cco Investment Services Clinton Twp, MI Apr 2014 - Current 2
Unemployed Clinton Twp, MI Nov 2013 - Apr 2014 < 1
The Huntington Investment Company Columbus, OH Jul 2010 - Nov 2013 3
Huntington National Bank Warren, MI Jun 2010 - Nov 2013 3
Jp Morgan Chase Na Sterling Heights, MI Apr 2007 - Jun 2010 3
Chase Investment Services Corp Sterling Heights, MI Apr 2007 - Jun 2010 3
Unemployment Clinton Twp, MI Jan 2007 - Apr 2007 < 1
Sprint Roseville, MI Sep 2003 - Dec 2006 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
S63 Uniform Securities State Law Examination May 2007
Contact Info for Patrick M. Fleming
Phone Number: 1-800-942-8300
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    27,379
    MILLIONS
  • Total Number of Accounts
    19,253
    ACCOUNTS
  • Average Account Value
    $1,422,068
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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