Manuel
Moral
United Brokerage Services, Inc
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About this Advisor
Manuel Moral is a certified financial planner operating out of Rockville, Maryland who has 5 years of relevant experience. Moral is an employee of United Brokerage Services, Inc. The advisor has gained experience at Capital One Investment Services LLC, Inmobiliaria Geminis Sac, First National Bank Of Pa, Cetera Investment Services LLC and United Brokerage Services. Moral has Series 66 and Series 63 licenses, designating them as a securities broker, and can advise clients in District Of Columbia, Maryland, Pennsylvania, South Carolina and Virginia. United Brokerage Services, Inc is an advisory company that has its headquarters in Parkersburg, WV. The company has offices in 79 locations and a total of 100 financial advisors. It has $229 million in assets across its 953 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. United Brokerage Services, Inc has a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually depend on the services offered. Fee types charged by United Brokerage Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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United Brokerage Services, Inc Brokerage Details
$229,449,080
100
953
$240,765
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Manuel Moral Work History
Manuel has been registered as a financial advisor for 5 years.*
United Brokerage Services
First National Bank Of Pa
Cetera Investment Services LLC
Inmobiliaria Geminis Sac
Capital One Investment Services LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Manuel Moral to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at United Brokerage Services Inc
Inwood, WV
Uniontown, PA
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Wheeling, WV
Mc Lean, VA
Hagerstown, MD
Weyers Cave, VA
Mc Lean, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
