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Joseph William Kantakevich

United Brokerage Services, Inc.

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About Joseph William Kantakevich

Joseph Kantakevich is a financial advisor registered with United Brokerage Services, Inc.. Joseph Kantakevich has been in the industry since February 24, 2009. Joseph Kantakevich is a Certified Financial Planner. Joseph Kantakevich is currently registered with United Brokerage Services, Inc. in District of Columbia. Joseph Kantakevich has previously worked at DAI SECURITIES, LLC, TRIAD ADVISORS LLC, and WELLS FARGO ADVISORS, LLC.

Firm Information

Joseph Kantakevich 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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Joseph Kantakevich’s Registration & Firm History

DC

09/13/2022 - Present

United Brokerage Services, Inc. (Washington DC)

MD

11/23/2020 - 07/27/2022

DAI SECURITIES, LLC (Rockville MD)

MD

08/02/2011 - 11/20/2020

TRIAD ADVISORS LLC (ROCKVILLE MD)

MD

02/25/2009 - 08/10/2011

WELLS FARGO ADVISORS, LLC (BETHESDA MD)

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Licenses & Designations

BOTH

Issued 03/31/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/24/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph William Kantakevich.
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