Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katrina? Claim Your ProfileKatrina Pacyna is a registered representative with UBS Financial Services Inc. with a current branch office location in Cleveland, Ohio. She is experienced in the financial industry and holds a Series 7, Series 7TO and SIE licenses. Katrina has been in the industry since 2006 and has worked with clients at Morgan Stanley Smith Barney and UBS Financial Services Inc. Previously, Katrina was based in Hunt Valley, Maryland. She is licensed to offer various financial products and services, including securities, investments, and financial planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OH
07/09/2024 - Present
UBS Financial Services Inc. (CLEVELAND OH)
MD
06/30/2010 - 11/11/2010
MORGAN STANLEY SMITH BARNEY (HUNT VALLEY MD)
MD
10/06/2006 - 07/02/2010
UBS FINANCIAL SERVICES INC. (HUNT VALLEY MD)
BC
Issued 07/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/12/2024
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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