Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Kuykendall is an active investment advisor representative with UBS Financial Services Inc. based in Bellevue, WA. Patricia has been in the financial services industry since 1989 and has worked with Citigroup Global Markets Inc. and PaineWebber Incorporated in the past. Patricia has a strong track record of success in the financial services industry and is committed to providing her clients with personalized service and sound financial advice. Patricia holds licenses for Series 7 and 63 examinations. She also holds Series 65.
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
WA
08/03/2007 - Present
UBS Financial Services Inc. (Bellevue WA)
WA
03/12/1990 - 08/13/2007
CITIGROUP GLOBAL MARKETS INC. (BELLEVUE WA)
NJ
09/14/1989 - 04/04/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 04/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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