Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Morytko is a financial advisor in Hartford, Connecticut. Patricia has been in the industry since November 16, 1989 and is currently registered with UBS Financial Services Inc. She is licensed to provide investment advice in multiple states, including Connecticut, Florida, Massachusetts, New Jersey, New York, Pennsylvania, Texas and Virgin Islands. Patricia has held a Series 66 license since April 4, 2007 and Series 3, Series 7 and Series 63 licenses as well. Patricia Morytko previously worked with CITIGROUP GLOBAL MARKETS INC. and has a long history of experience 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.
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
CT
04/24/2009 - Present
UBS Financial Services Inc. (HARTFORD CT)
CT
11/17/1989 - 05/14/2009
CITIGROUP GLOBAL MARKETS INC. (HARTFORD CT)
BOTH
Issued 04/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1992
Series 3 - National Commodity Futures Examination
BC
Issued 10/21/1989
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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