Ubs Financial Services Inc
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About this Advisor
Patricia Van Kirk is a certified financial planner working in Washington, D.C., with a total of 10 years of financial industry experience. Van Kirk is on the advisory team at Ubs Financial Services Inc. Throughout their career, they have worked at Ubs Financial Services Inc and Merrilll Lynch. Van Kirk maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Washington, D.c., Maryland, Texas and Virginia. Ubs Financial Services Inc is a company operating out of Washington, D.C. The firm has offices in 369 locations and a total of 13,402 advisors. It oversees $496 billion in total assets across its 922,927 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 4,543 charitable organizations. Of its 922,927 accounts, 52% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services and educational seminars. Financial management fee schedules largely are based on which services the firm provides the client. However, fee types charged by Ubs Financial Services Inc can include some blend of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Ubs Financial Services Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
Patricia Van Kirk Work History
Patricia has 10 years of experience.
Ubs Financial Services Inc
Patricia Van Kirk has no disclosures.
Please visit their SEC profile for more details.