Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Kujawa is a financial advisor with Halbert Hargrove and has been in the financial services industry since 1994. He is registered with the state regulators of Arizona, Colorado, and Texas. Patrick has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. His expertise lies in financial planning, investment consulting, and portfolio management. Patrick is dedicated to providing clients with personalized financial advice and strategies tailored to their specific needs.
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.
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.
Investment consulting
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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CA
05/08/2024 - Present
Halbert Hargrove (LONG BEACH CA)
CO
06/09/2011 - 04/27/2012
ALPS DISTRIBUTORS, INC. (DENVER CO)
AZ
01/26/2010 - 05/02/2011
LINCOLN FINANCIAL SECURITIES CORPORATION (PHOENIX AZ)
NY
01/01/2005 - 06/16/2008
JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)
NY
03/23/2004 - 01/01/2005
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
ME
01/02/2002 - 02/02/2004
FORUM FUND SERVICES, LLC (PORTLAND ME)
ME
01/01/1999 - 12/31/2001
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
WI
06/20/1994 - 03/17/1998
STRONG FUNDS DISTRIBUTORS, INC. (MENOMONEE FALLS WI)
BOTH
Issued 10/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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