Patrick Haggerty, financial advisor Jenison MI
89 score

Patrick Haggerty

CRD Number: 6234375
Current Firm: Fifth Third Securities, Inc.

Patrick Haggerty (CRD# 6234375) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Jenison, MI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fifth Third Securities Jenison, MI Jul 2016 - Current < 1
Fifth Third Bank Jenison, MI Jul 2016 - Current < 1
Pnc Investments Grand Rapids, MI Aug 2013 - Jul 2016 2
Pnc Bank Grand Rapids, MI Aug 2013 - Jul 2016 2
Pnc Pinckney, Grand Rapids, MI Apr 2011 - Jul 2016 5
Unemployed Pinckney, Mi, MI May 2009 - Mar 2011 1
Grand Valley State University Allendale, MI May 2008 - May 2009 1
Unemployed Pinckney, MI Oct 2007 - Apr 2008 < 1
Walnut Hills Country Club East Lansing, MI Apr 2005 - Sep 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Patrick J. Haggerty
Phone Number: 888-889-1025
Firm Website: http://www.53.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    813
    MILLIONS
  • Total Number of Accounts
    4,744
    ACCOUNTS
  • Average Account Value
    $171,395
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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