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Micheal E
Series 63
Parkersburg, WV
United Brokerage Services, INC
Micheal Earl is a financial advisor with United Brokerage Services, Inc. in Parkersburg, WV, holding a Series 63 designation and 21 years of industry experience. He has been with United Brokerage Services since 2013 and currently serves as Chief Compliance Officer of Wealth Management for the division, which includes United Brokerage and United Bank's Trust Department. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Bank, offering a combination of banking relationships and a dual RIA and broker-dealer registration.
Manuel M
CFP®, Series 63, Series 66
Washington, DC
United Brokerage Services, INC
Manuel Moral is a CFP® professional with 18 years of industry experience, currently advising at United Brokerage Services, Inc. since 2018. His prior experience includes roles at Cetera Investment Services LLC, First National Bank of PA, Capital One Financial Advisors LLC, and Chevy Chase Financial Services. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans, offering various wrap and unified managed account programs. The firm’s investment approach incorporates strategic and tactical asset allocation, mutual funds and ETFs, individual equity and fixed income selection, third-party research, model portfolios, and tax-aware overlays when appropriate.
Bilal Q
Series 63, Series 66
Washington, DC
United Brokerage Services, INC
Bilal Qaiser is a financial advisor with United Brokerage Services, Inc. He holds Series 63 and Series 66 designations and has eight years of industry experience. His prior roles include positions at TD Bank, Bank of America, Merrill, and JPMorgan Chase. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a strategic and tactical asset allocation approach and offers wrap and unified managed account programs through its clearing relationship with Wells Fargo Clearing Services.
Gregory D
Series 66
Dunbar, WV
United Brokerage Services, INC
Gregory Dennis is a Series 66-licensed financial advisor with United Brokerage Services, Inc., where he has worked since 2015. He has 26 years of industry experience. He serves as an arbitrator for the FINRA Office of Dispute Resolution on a contract basis. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, charitable organizations, small businesses, and retirement plans, offering programs such as unified managed accounts and separately managed strategies. The firm’s investment process includes asset allocation, mutual funds and ETFs, equity and fixed income selection, and tax-aware overlays, typically providing advice on a non-discretionary basis.
Eric H
Series 66
Parkersburg, WV
United Brokerage Services, INC
Eric Humphrey is a financial advisor at United Brokerage Services, Inc. with five years of industry experience. He holds the Series 66 designation. Prior to joining United Brokerage Services, he worked for REM Community Options for six years. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes strategic and tactical asset allocation, uses mutual funds, ETFs, individual equities, and fixed income, and offers both non-discretionary and discretionary management options through various wrap and unified managed account programs.
Peter W
Series 63, Series 65
Martinsburg, WV
United Brokerage Services, INC
Peter Warren is a financial advisor at United Brokerage Services, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at United Brokerage Services since 2013. In addition to his advisory role, he serves as Market President at United Bank in Martinsburg, WV. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Asset Management Corporation, a subsidiary of United Bank.
Nicholas M
Series 63, Series 65
Arlington, VA
United Brokerage Services, INC
Nicholas Masih is a financial advisor at United Brokerage Services, Inc. with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at United Brokerage Services and HSBC entities since 2015. United Brokerage Services, Inc. offers investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients. The firm primarily manages assets on a non-discretionary basis and provides a range of programs including unified managed accounts and separately managed options, with affiliations to United Bank and Wells Fargo.
Robin R
Series 63, Series 66
Lincolnton, NC
United Brokerage Services, INC
Robin Radovich is a financial advisor at United Brokerage Services, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including BB&T and Crescom. Radovich also serves as secretary of the Rotary Club of Lincolnton, NC. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis and is affiliated with United Bank, offering a combination of banking affiliation and a primarily non-discretionary advisory model.
Nathaniel B
Series 66
Parkersburg, WV
United Brokerage Services, INC
Nathaniel Butler is a financial advisor at United Brokerage Services, Inc. in Parkersburg, WV, holding a Series 66 designation with 18 years of industry experience. He has been with United Brokerage Services since 2008. United Brokerage Services, Inc. offers investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Bank, combining banking relationships with a dual registration as both an RIA and a broker-dealer.
Stephen N
Series 63, Series 65
Manassas, VA
United Brokerage Services, INC
Stephen Nelson is a financial advisor at United Brokerage Services, Inc. in Manassas, VA, holding Series 63 and Series 65 licenses with 38 years of industry experience. His prior work includes roles at Raymond James Financial Services Advisors and Cardinal Bank. He serves as a board member on the Board of Trustees for Novant Health Hospital in Manassas. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans, offering various managed account programs. The firm’s investment approach includes strategic and tactical asset allocation, mutual funds and ETFs, individual equity and fixed income selection, model portfolios, and tax-aware overlays.
William R
CFP®, Series 63, Series 65
Clover, SC
United Brokerage Services, INC
William Rainwater is a CFP® professional with 12 years of industry experience, currently with United Brokerage Services, Inc. He previously worked at The Vanguard Group, Inc. for 10 years and held roles at Truist Advisory Services, Inc. and Truist Investment Services, Inc. Rainwater also has experience outside finance, having owned and managed a rental property. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, and small businesses, offering various managed account programs through its clearing relationship with Wells Fargo Clearing Services. The firm emphasizes strategic asset allocation, use of mutual funds and ETFs, and tax-aware overlays in its investment process.
Eric P
Series 66
Charleston, WV
United Brokerage Services, INC
Eric Pritt is a financial advisor at United Brokerage Services, Inc. with 17 years of industry experience. He holds the Series 66 designation and has been with United Brokerage Services since 2016. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Bank, offering a combination of banking relationships and investment services.
Robert B
Series 66
Ceredo, WV
United Brokerage Services, INC
Robert Brewster II is a financial advisor at United Brokerage Services, Inc. with 22 years of industry experience. He holds the Series 66 designation and has been with United Brokerage Services since 2005. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Bank through its parent company, United Asset Management Corporation.
Nicholas D
Series 66
Charlottesville, VA
United Brokerage Services, INC
Nicholas Di Giorgio is a Series 66 licensed financial advisor with nine years of industry experience. He currently works at United Brokerage Services, Inc., where he has been since 2021, and previously worked at Edward Jones from 2016 to 2021. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers a range of managed account programs and emphasizes strategic and tactical asset allocation, individual security selection, and tax-aware overlays, typically providing advice on a non-discretionary basis.
John S
Series 63, Series 65
Hagerstown, MD
United Brokerage Services, INC
John Stevens III is a financial advisor with United Brokerage Services, Inc., holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Sharebuilder 401 K, Capital One Sharebuilder, Capital One Investment Services LLC, and Chevy Chase Financial Services Corporation. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers various managed account programs and emphasizes strategic and tactical asset allocation, use of mutual funds and ETFs, individual equity and fixed income selection, and tax-aware overlays.
Jonathan M
Series 63, Series 65
Charleston, WV
United Brokerage Services, INC
Jonathan Matuszkiewicz is a financial advisor with United Brokerage Services, Inc. in Charleston, WV, holding Series 63 and Series 65 designations and 12 years of industry experience. His prior roles include positions at Crestview Capital Advisors, J.W. Cole Advisors, J.W. Cole Financial, and New York Life Insurance Company. He is also employed as an Institutional Advisor with United Bank Wealth Management Department. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans, offering a range of managed account programs through Wells Fargo Clearing Services. The firm emphasizes strategic and tactical asset allocation, use of mutual funds, ETFs, individual securities, and tax-aware strategies, typically providing advice on a non-discretionary basis.
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