Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Bribiesca is an Investment Advisor Representative registered with UBS Financial Services Inc. Patricia has been in the industry since 2000, and has held previous positions with Wells Fargo Clearing Services, LLC and Prudential Securities Incorporated. Patricia is licensed to provide investment advice in 32 states, and has a Series 66, Series 7, Series 3, and Series 10 license. Patricia also provides investment advice to individuals, corporations and charitable organizations.
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
CA
02/18/2021 - Present
UBS Financial Services Inc. (SAN DIEGO CA)
CA
07/01/2003 - 02/22/2021
WELLS FARGO CLEARING SERVICES, LLC (SAN DIEGO CA)
NY
10/23/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 02/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/22/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2009
Series 3 - National Commodity Futures Examination
BC
Issued 10/21/2000
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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