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Amanda Denise vance- Giangola

United Brokerage Services, Inc.

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About Amanda Denise vance- Giangola

Amanda Vance-Giangola is a financial professional with over 10 years of experience in the financial services industry. Amanda is currently registered with United Brokerage Services, Inc. and has a broad range of experience working with individuals and businesses. Amanda holds several licenses including the Series 6, 7, 63 and 65 securities licenses. In addition to providing investment advice, Amanda is also able to assist with financial planning, including retirement planning and college savings plans. Amanda has a strong commitment to providing her clients with personalized service and helping them reach their financial goals.

Firm Information

Amanda Giangola 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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Amanda Giangola’s Registration & Firm History

WV

01/25/2016 - Present

United Brokerage Services, Inc. (Inwood WV)

WV

12/18/2013 - 08/06/2015

LPL FINANCIAL LLC (MARTINSBURG WV)

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Licenses & Designations

IA

Issued 12/30/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/17/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/2015

Series 7 - General Securities Representative Examination

BC

Issued 12/18/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amanda Denise vance- Giangola.
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