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Gregory Allen Dennis

United Brokerage Services, Inc.

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About Gregory Allen Dennis

Gregory Dennis is a financial advisor registered in West Virginia, South Carolina and Virginia. Gregory has been in the industry since 1999 and is currently affiliated with United Brokerage Services, Inc. Gregory is also a FINRA office of Dispute Resolution Contractor. Gregory offers financial planning services and portfolio management services for individuals and businesses.

Firm Information

Gregory Dennis 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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Gregory Dennis’s Registration & Firm History

WV

10/27/2015 - Present

United Brokerage Services, Inc. (DUNBAR WV)

WV

02/22/2013 - 10/26/2015

INVESTORS CAPITAL CORP. (DUNBAR WV)

PA

09/11/2003 - 02/21/2013

VALIC FINANCIAL ADVISORS, INC. (PITTSBURGH PA)

OH

02/11/2002 - 06/30/2003

NATIONWIDE SECURITIES, INC. (COLUMBUS OH)

NY

05/09/2001 - 01/17/2002

NYLIFE SECURITIES INC. (NEW YORK NY)

NY

03/16/1999 - 11/22/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 05/03/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/23/2017

Series 4 - Registered Options Principal Examination

BC

Issued 03/31/2003

Series 53 - Municipal Securities Principal Examination

BC

Issued 03/13/2002

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/08/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 03/15/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Gregory Allen Dennis. Review regulatory record here.
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