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Ami Lee Shaver

United Brokerage Services, Inc.

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About Ami Lee Shaver

Ami Lee Shaver is a registered representative with United Brokerage Services, Inc. Ami has been in the securities industry since 1996 and is licensed in 25 states and the District of Columbia. Ami is also a registered investment advisor in Pennsylvania and West Virginia. Ami holds the Series 7, 72, 63, 65, 24 and 27 securities licenses as well as the SIE exam. Ami is affiliated with United Brokerage Services, Inc. in Parkersburg, West Virginia.

Firm Information

Ami Shaver 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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Ami Shaver’s Registration & Firm History

WV

02/16/1999 - Present

United Brokerage Services, Inc. (PARKERSBURG WV)

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Licenses & Designations

IA

Issued 12/30/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/10/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/27/1998

Series 24 - General Securities Principal Examination

BC

Issued 07/12/1996

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 72 - Government Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ami Lee Shaver.
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