linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Melanie Glorene Roberts

United Brokerage Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Melanie? Claim Your Profile

About Melanie Glorene Roberts

Melanie Glorene Roberts is an Investment Advisor Representative associated with United Brokerage Services, Inc. Melanie has been in the industry for over 5 years, previously working with EDWARD JONES. Melanie is registered with FINRA and 28 states to provide investment advice. Melanie has her Series 7TO, Series 66, and SIE licenses. Melanie specializes in providing investment advice to individuals, corporations and other businesses, and investment companies.

Firm Information

Melanie Roberts 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Melanie Roberts’s Registration & Firm History

VA

01/16/2025 - Present

United Brokerage Services, Inc. (Glen Allen VA)

VA

02/13/2019 - 08/24/2023

EDWARD JONES (Mechanicsville VA)

Not sure if Melanie Glorene Roberts is right for you?

Licenses & Designations

BOTH

Issued 05/16/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/13/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/12/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melanie Glorene Roberts.
Not sure if Melanie Glorene Roberts is right for you?