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Carlos D
Series 66
Fredericksburg, VA
United Brokerage Services, INC
Carlos Delgado Mejia is a financial advisor at United Brokerage Services, Inc. with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including TD Bank, Navy Federal, Fidelity Investments, Morgan Stanley, TD Ameritrade, and Wells Fargo. Outside of his advisory role, he owns businesses in locksmith services, housing, and apparel design. 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 through a range of programs and typically offers non-discretionary advice combined with access to discretionary managers.
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