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Gregory Scott Harbert

United Brokerage Services, Inc.

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About Gregory Scott Harbert

Gregory Scott Harbert is a financial professional registered with United Brokerage Services, Inc. in Morgantown, WV. Gregory has been in the financial services industry since July 3, 2014, and has passed the Series 6, Series 63, and SIE exams. Gregory's focus is on providing portfolio management for both individuals and businesses. In addition to his current position, Gregory was previously registered with WESBANCO SECURITIES, INC. in Morgantown, WV. Gregory's registrations include West Virginia, which was approved on November 17, 2017.

Firm Information

Gregory Harbert 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 Harbert’s Registration & Firm History

WV

11/17/2017 - Present

United Brokerage Services, Inc. (MORGANTOWN WV)

WV

06/04/2014 - 10/17/2017

WESBANCO SECURITIES, INC. (MORGANTOWN WV)

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Licenses & Designations

BC

Issued 06/13/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/03/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Scott Harbert.
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