Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Uhart is an investment advisor representative at Osaic Wealth, Inc. based in SANTEE, CA. Patricia has been in the securities industry since 1983. Patricia has passed the Series 66, Series 24, Series 7 and SIE exams. Patricia is licensed in Arizona, California, Colorado, Minnesota and North Carolina.
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.
A percentage of the total value of assets under management is charged.
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2
CA
11/02/2018 - Present
Osaic Wealth, Inc. (SANTEE CA)
CA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (SANTEE CA)
CA
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (SANTEE CA)
CA
07/16/2001 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (SANTEE CA)
FL
12/23/1999 - 07/06/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
CA
07/16/1998 - 01/25/2000
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
AZ
05/09/1994 - 06/29/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
08/02/1983 - 05/09/1994
TRIPLE CHECK FINANCIAL SERVICES, INC. (BURBANK CA)
NA
06/19/1984 - 12/19/1986
SENTRA SECURITIES CORPORATION
NA
05/26/1983 - 07/26/1983
E.A.C. SECURITIES, LTD.
BOTH
Issued 11/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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