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Kimberly Besser

United Brokerage Services, Inc.

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About Kimberly Besser

Kimberly Besser is a registered representative with United Brokerage Services, Inc. and is located in Sunset Beach, North Carolina. Kimberly has been in the industry since 2001 and is a licensed agent in the state of North Carolina. Kimberly has Series 6, Series 63, and SIE licenses. Kimberly's background includes previous roles at WELLS FARGO CLEARING SERVICES, LLC, HSBC SECURITIES (USA) INC., CITIGROUP GLOBAL MARKETS INC., and HSBC BROKERAGE (USA) INC. The firm, United Brokerage Services, Inc., is headquartered in Parkersburg, WV.

Firm Information

Kimberly Besser 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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Kimberly Besser’s Registration & Firm History

NC

08/20/2021 - Present

United Brokerage Services, Inc. (Sunset Beach NC)

SC

03/03/2020 - 08/12/2021

WELLS FARGO CLEARING SERVICES, LLC (NORTH MYRTLE BEACH SC)

NY

03/20/2015 - 11/04/2019

HSBC SECURITIES (USA) INC. (MELVILLE NY)

NY

01/16/2013 - 03/27/2015

CITIGROUP GLOBAL MARKETS INC. (HAUPPAUGE NY)

NY

01/01/2005 - 02/01/2012

HSBC SECURITIES (USA) INC. (PATCHOGUE NY)

NY

07/16/2001 - 01/01/2005

HSBC BROKERAGE (USA) INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/05/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kimberly Besser.
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