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Manuel Martin Moral

United Brokerage Services, Inc.

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About Manuel Martin Moral

Manuel Moral is a financial advisor with over 15 years of experience in the financial services industry. Manuel is currently registered with United Brokerage Services, Inc. and has a history of working with clients in Maryland, Virginia, and Washington, D.C. Manuel is a Certified Financial Planner and holds Series 7, Series 63, Series 66, and SIE licenses. Manuel provides portfolio management services to individuals and businesses.

Firm Information

Manuel Moral 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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Manuel Moral’s Registration & Firm History

MD

04/16/2018 - Present

United Brokerage Services, Inc. (ROCKVILLE MD)

MD

12/13/2016 - 04/06/2018

CETERA INVESTMENT SERVICES LLC (Rockville MD)

MD

04/27/2010 - 09/23/2013

CAPITAL ONE INVESTMENT SERVICES LLC (SILVER SPRING MD)

MD

01/28/2005 - 05/01/2010

CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)

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Licenses & Designations

BC

Issued 03/09/2017

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 03/28/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Manuel Martin Moral.
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