Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Orszulak is a financial professional with over 20 years of experience in the industry. Patricia is currently registered with UBS Securities LLC, a leading global financial services firm. Previously, Patricia was associated with John Hancock Distributors LLC and Manulife Wood Logan, Inc. Patricia holds the Series 6, Series 63, Series 99, and SIE licenses, demonstrating her commitment to professional development and expertise in the financial services industry.
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.
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.
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2
CT
09/27/2018 - Present
UBS Securities LLC (STAMFORD CT)
MA
01/01/2002 - 07/06/2005
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
CT
03/01/2001 - 01/01/2002
MANULIFE WOOD LOGAN, INC. (STAMFORD CT)
BC
Issued 08/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2018
Series 99 - Operations Professional Examination
BC
Issued 02/28/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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