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Michael Fillers Bolen

United Brokerage Services, Inc.

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About Michael Fillers Bolen

Michael Fillers Bolen is a financial advisor with United Brokerage Services, Inc. Michael has 28 years of experience in the financial services industry. Michael has been with United Brokerage Services, Inc. since February 2014. Previously, Michael was registered with INFINEX INVESTMENTS, INC., UVEST FINANCIAL SERVICES GROUP, INC., WACHOVIA SECURITIES, INC., FIRST UNION BROKERAGE SERVICES, INC., and MIMLIC SALES CORPORATION. Michael is licensed to sell securities in 27 states and the District of Columbia. Michael is also a registered investment advisor in 4 states and the District of Columbia.

Firm Information

Michael Bolen 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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Michael Bolen’s Registration & Firm History

VA

03/06/2014 - Present

United Brokerage Services, Inc. (ARLINGTON VA)

VA

03/23/2010 - 03/06/2014

INFINEX INVESTMENTS, INC. (ARLINGTON VA)

VA

06/04/2003 - 03/25/2010

UVEST FINANCIAL SERVICES GROUP, INC. (VIENNA VA)

MO

10/01/2000 - 01/27/2003

WACHOVIA SECURITIES, INC. (ST. LOUIS MO)

NC

12/24/1996 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

MN

04/13/1993 - 09/18/1995

MIMLIC SALES CORPORATION (ST. PAUL MN)

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Licenses & Designations

IA

Issued 03/09/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/23/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/1998

Series 7 - General Securities Representative Examination

BC

Issued 04/12/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Michael Fillers Bolen. Review regulatory record here.
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