Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Anne Chociey is a financial professional with over 20 years of experience in the industry. Currently, she is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is a General Securities Principal as well as a Compliance Officer, holding Series 24 and Series 14 licenses, respectively. Patricia has a diverse background, having worked with a variety of firms including UBS Financial Services Inc., Morgan Stanley & Co. LLC, and Citigroup Global Markets Inc. She is well-equipped to provide comprehensive financial guidance to a wide range of clients including high-net-worth individuals, corporations, and institutional investors.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
12/22/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NJ
11/11/2013 - 12/11/2017
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
08/17/2011 - 11/05/2013
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
06/01/2009 - 11/05/2013
MORGAN STANLEY (PURCHASE NY)
NY
06/09/2009 - 05/26/2010
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/17/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 08/29/2024
Series 14 - Compliance Officer Examination
BC
Issued 03/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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