Patricia Mosca, financial advisor Sewell NJ

Patricia Mosca

CRD Number: 1874017
Current Firm: Ubs Financial Services Inc.

Patricia Mosca (CRD# 1874017) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Sewell, NJ and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Florham Park, NJ Oct 2017 - Current 6
Lincoln Financial Securities Corporation Philadelphia, PA Aug 2016 - Sep 2017 1
Unemployed Sewell, NJ Mar 2016 - Aug 2016 < 1
Morgan Stanley Smith Barney LLC Mt. Laurel, NJ Feb 2015 - Feb 2016 1
Morgan Stanley Smith Barney LLC Mt. Laurel, NJ Mar 2013 - Feb 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1990
S66 NASAA Uniform Combined State Law Examination May 2010
Contact Info for Patricia Mosca
Phone Number: 201-352-3000
Registered State(s):
  • FL
  • NJ
By the Numbers
  • Total Assets Under Management
    600,809
    MILLIONS
  • Total Number of Accounts
    1,077,471
    ACCOUNTS
  • Average Account Value
    $557,610
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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