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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 Milligan is a financial advisor with UBS Financial Services Inc. Patricia has been in the financial industry since 1974 and has a broad range of experience. Patricia has held positions at a number of firms including Shearson Lehman Hutton Inc., Paine, Webber, Jackson & Curtis Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Patricia is registered with the state of Pennsylvania and holds the Series 63, SIE, Series 5, PC, and Series 7 licenses.
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
PA
02/16/1990 - Present
UBS Financial Services Inc. (SEWICKLEY PA)
NY
03/30/1981 - 03/12/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
11/01/1979 - 04/27/1981
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
09/26/1978 - 10/14/1979
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
10/23/1974 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BC
Issued 10/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 09/08/1977
PC - AMEX Put and Call Exam
BC
Issued 10/19/1974
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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