Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Wilkinson is a financial advisor at UBS Financial Services Inc. with over 18 years of experience in the industry. Patricia has a strong background in financial planning, portfolio management, and securities trading. She is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Patricia is a registered representative in Texas and holds the Series 7, Series 9, Series 10, Series 66 and SIE licenses. She is also registered as an investment advisor representative in Texas. Patricia is a dedicated professional who strives to build strong and lasting relationships with her clients.
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
TX
04/05/2006 - Present
UBS Financial Services Inc. (HOUSTON TX)
BOTH
Issued 04/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/30/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/21/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2005
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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