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Minal Pravin Patel

United Brokerage Services, Inc.

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About Minal Pravin Patel

Minal Patel is a financial professional with over 10 years of experience in the financial services industry. Minal is currently registered with United Brokerage Services, Inc. in Lincolnton, NC. Minal holds Series 7 and Series 63 licenses. Minal has previously worked with CAPITAL ONE SECURITIES, INC., CITIZENS CAPITAL MARKETS, CITIZENS SECURITIES, INC., JEFFERIES LLC and WACHOVIA CAPITAL MARKETS, LLC.

Firm Information

Minal Patel 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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Minal Patel’s Registration & Firm History

NC

06/04/2021 - Present

United Brokerage Services, Inc. (Lincolnton NC)

NY

07/09/2019 - 12/16/2019

CAPITAL ONE SECURITIES, INC. (New York NY)

NY

05/16/2016 - 09/22/2017

CITIZENS CAPITAL MARKETS (NEW YORK NY)

MA

11/13/2013 - 05/16/2016

CITIZENS SECURITIES, INC. (BOSTON MA)

NY

02/05/2010 - 03/12/2013

JEFFERIES LLC (NEW YORK NY)

NC

08/30/2005 - 02/22/2007

WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 02/17/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/22/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Minal Pravin Patel.
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