Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Fitzgerald is a financial advisor with UBS Financial Services Inc. Patrick has been in the financial services industry since July 1997 and has been registered with UBS Financial Services Inc. since January 2009. Patrick is registered to offer investment advisory services in Oklahoma and Texas. Patrick has earned several professional designations including Certified Financial Planner. Patrick specializes in investment advisory services for a variety of client types, including high-net-worth individuals, corporations, and charitable organizations. Patrick is also a partner in Fitzgerald Holdings LLC, a private investment firm.
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
OK
01/29/2009 - Present
UBS Financial Services Inc. (TULSA OK)
OK
07/09/1997 - 01/30/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TULSA OK)
IA
Issued 08/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/08/1997
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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