Peter
Warren
United Brokerage Services, Inc
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About this Advisor
Peter Warren is a financial advisor based in Martinsburg, West Virginia, working with United Brokerage Services, Inc. Peter has previously held positions at United Bank and United Brokerage Services, Inc. Peter has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Peter is part of United Brokerage Services, Inc, which operates out of Martinsburg, West Virginia. 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
Peter Warren Work History
United Brokerage Services, Inc
United Bank
Disclosures
Please visit the SEC profile of Peter Warren 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
Washington, NC
Parkersburg, WV
Arlington, VA
Ashburn, VA
Inwood, WV
Parkersburg, WV
Lincolnton, NC
Uniontown, PA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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