Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Grayson is a financial advisor who has been in the industry since 1982. Currently, Patrick is registered with UBS Financial Services Inc., a firm based in Weehawken, NJ. Patrick has been with UBS Financial Services Inc. since January 22, 2009. Prior to joining UBS Financial Services Inc., Patrick was registered with CITIGROUP GLOBAL MARKETS INC. and Lehman Brothers Inc.. Patrick is licensed to offer financial services in the state of Texas. Patrick's areas of expertise include retirement planning, investment management, financial planning, and estate planning.
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
TX
01/22/2009 - Present
UBS Financial Services Inc. (DALLAS TX)
TX
07/31/1993 - 02/10/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
NY
10/17/1984 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/12/1982 - 09/27/1984
WESTCAP SECURITIES, INC.
IA
Issued 06/12/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/1982
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2007
Series 3 - National Commodity Futures Examination
BC
Issued 04/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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