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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Belknap Whitney has over 35 years of experience in the financial services industry. Patricia is currently registered with UBS Financial Services Inc. and has previously worked at Citigroup Global Markets Inc., Lehman Brothers Inc., Prescott, Ball & Turben, Inc., and Dean Witter Reynolds Inc. Patricia is a highly experienced financial advisor with a focus on a variety of investment strategies, including portfolio management for individuals and businesses, as well as financial planning and pension consulting. Patricia holds a number of licenses and certifications, including Series 7, Series 63, and Series 66. Patricia is committed to providing her clients with personalized financial advice and guidance.
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
MI
06/06/2023 - Present
UBS Financial Services Inc. (BIRMINGHAM MI)
MI
07/31/1993 - 03/13/2009
CITIGROUP GLOBAL MARKETS INC. (BLOOMFIELD HILLS MI)
NY
08/29/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/21/1987 - 09/06/1988
PRESCOTT, BALL & TURBEN, INC.
NA
06/25/1986 - 09/11/1987
DEAN WITTER REYNOLDS INC.
BOTH
Issued 10/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1986
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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