Ami
Shaver
United Brokerage Services, Inc
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About this Advisor
Ami Shaver is a financial advisor working out of Parkersburg, West Virginia with 24 years of industry experience. Shaver works at United Brokerage Services, Inc. Their career trajectory has included roles at United Brokerage Services, Inc and United Bank, Inc. Shaver maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania and West Virginia. United Brokerage Services, Inc is a registered investment company headquartered in Parkersburg, WV. It has offices in 79 locations and a total of 100 people on staff. It handles $229 million in total assets between its 953 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. United Brokerage Services, Inc offers a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees largely depend on which services are offered. Fee types billed 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
Ami Shaver Work History
Ami has been registered as a financial advisor for 24 years.*
United Bank, Inc
United Brokerage Services, Inc
*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 Ami Shaver to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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