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Akram Sadat Aleahmad

United Brokerage Services, Inc.

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About Akram Sadat Aleahmad

Akram Aleahmad is a financial professional with over 20 years of experience in the industry. Akram is currently registered with United Brokerage Services, Inc. and has previously worked with PNC INVESTMENTS, BANC OF AMERICA INVESTMENT SERVICES, INC., WACHOVIA SECURITIES, LLC and FIRST UNION BROKERAGE SERVICES, INC. Akram is licensed to provide securities advice and has a Series 6 and Series 63 license. Akram specializes in financial planning, portfolio management for individuals and portfolio management for businesses.

Firm Information

Akram Aleahmad is currently registered with United Brokerage Services, Inc.. United Brokerage Services, Inc. is a corporation formed in 1995 and headquartered in Parkersburg, West Virginia. The firm is registered with the SEC and in 46 states. They offer a variety of advisory services including portfolio management for individuals and businesses, and selection of other advisers. They also participate in wrap fee programs. The firm has over 249 million in regulatory assets under management for 790 accounts. They primarily serve high-net-worth individuals and individuals other than high-net-worth.
United Brokerage Services, Inc.

514 MARKET STREET

PARKERSBURG, WV 26101

$249.75M

Assets Under Management

1,751

Total Clients

64

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Akram Aleahmad’s Registration & Firm History

VA

06/13/2018 - Present

United Brokerage Services, Inc. (Vienna VA)

VA

06/01/2009 - 02/16/2018

PNC INVESTMENTS (VIENNA VA)

VA

11/08/2006 - 01/29/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (MCLEAN VA)

VA

10/01/2000 - 08/11/2006

WACHOVIA SECURITIES, LLC (CHANTILLY VA)

NC

06/06/1997 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

NC

03/15/1995 - 12/19/1995

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 02/21/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Akram Sadat Aleahmad. Review regulatory record here.
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