Unclaimed
Patrick Matijevich is a registered representative with UBS Asset Management (us) Inc. based in New York, NY. He has been in the securities industry since April 2007. Patrick holds the Series 7, Series 66, and SIE licenses and is registered in New York. He previously worked with UBS Financial Services Inc.
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.
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.
1
2
NY
11/05/2010 - Present
UBS Asset Management (us) Inc. (NEW YORK NY)
NJ
04/02/2007 - 11/08/2010
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 07/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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