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Christopher Staten

United Brokerage Services, Inc.

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About Christopher Staten

Christopher Staten is a registered representative with United Brokerage Services, Inc. Christopher has been in the industry since 2004 and has a wide range of experience. Christopher holds the Series 7, 6, 63, and 66 securities licenses as well as the SIE exam. Christopher has been with United Brokerage Services, Inc. since 2022. Prior to that, Christopher worked at J.P. MORGAN SECURITIES LLC from 2012 to 2020 and CHASE INVESTMENT SERVICES CORP from 2005 to 2012. Christopher is dedicated to helping clients achieve their financial goals.

Firm Information

Christopher Staten 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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Christopher Staten’s Registration & Firm History

WV

07/06/2022 - Present

United Brokerage Services, Inc. (CHARLESTON WV)

WV

10/01/2012 - 06/22/2020

J.P. MORGAN SECURITIES LLC (HUNTINGTON WV)

WV

07/06/2005 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (HUNTINGTON WV)

IL

06/07/2004 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 08/18/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/18/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/12/2011

Series 7 - General Securities Representative Examination

BC

Issued 06/04/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Christopher Staten. Review regulatory record here.
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