Scott
Soenen
United Brokerage Services, Inc
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About this Advisor
Scott Soenen is a financial advisor based in Mount Pleasant, South Carolina, working with United Brokerage Services, Inc. Scott has previously held positions at Northwestern Mutual Investment Services LLC, Empower Retirement, Transamerica Retirement, Mark Clary, Thomas Wilcox, Penserv Plan Services, Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Na, Truist Investment Services, Inc, Truist Advisory Services, Inc, Cuna Mutual Group, and Cuna Brokerage Services, Inc. Scott has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in South Carolina. Currently, Scott is part of United Brokerage Services, Inc, which operates out of Mount Pleasant, South Carolina. The firm has 79 offices and 101 employees. The firm manages assets totaling $249.7 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at United Brokerage Services, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Brokerage Services, Inc Brokerage Details
$249,745,693
101
790
$316,134
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Scott Soenen Work History
Truist Investment Services, Inc
Truist Advisory Services, Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
Cuna Mutual Group
Cuna Brokerage Services, Inc
Penserv Plan Services
Northwestern Mutual Investment Services LLC
Mark Clary
Thomas Wilcox
Empower Retirement
Transamerica Retirement
Disclosures
Please visit the SEC profile of Scott Soenen 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
Arlington, VA
Parkersburg, WV
Washington, NC
Rockville, MD
Lincolnton, NC
Uniontown, PA
Mc Lean, VA
Dunbar, WV
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