Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Cahill is a financial advisor with UBS Financial Services Inc. Patrick has been in the financial services industry since 1989. Patrick has a broad range of experience in the financial services industry, including positions with Fidelity Brokerage Services LLC, National Financial Services LLC, Kidder, Peabody & Co. Incorporated and First Chicago Capital Markets, Inc. Patrick specializes in various areas including Retirement Planning, College Savings, Estate Planning, Business Planning and Insurance. Patrick has a strong commitment to providing personalized financial advice and investment strategies to meet the individual needs of clients.
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
IL
09/20/2018 - Present
UBS Financial Services Inc. (CHICAGO IL)
IL
05/19/2015 - 07/12/2017
FIDELITY BROKERAGE SERVICES LLC (CHICAGO IL)
IL
12/15/1994 - 07/12/2017
NATIONAL FINANCIAL SERVICES LLC (CHICAGO IL)
NY
06/02/1992 - 12/06/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IL
01/23/1989 - 06/09/1992
FIRST CHICAGO CAPITAL MARKETS, INC. (CHICAGO IL)
IL
01/19/1988 - 10/28/1988
FIRST CHICAGO INVESTMENT SERVICES, INC. (CHICAGO IL)
BC
Issued 08/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/28/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
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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