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Nathaniel A Butler

United Brokerage Services, Inc.

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About Nathaniel A Butler

Nathaniel Butler has been a registered representative and investment advisor representative since 2007. Nathaniel is currently associated with United Brokerage Services, Inc.. Previously, Nathaniel Butler was associated with EDWARD JONES from 6/7/2007 to 2/4/2008. Nathaniel Butler has passed the Series 7, Series 24, Series 4, Series 53, Series 66, Series 99TO and SIE examinations. Nathaniel Butler is registered in West Virginia.

Firm Information

Nathaniel Butler 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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Nathaniel Butler’s Registration & Firm History

WV

03/20/2008 - Present

United Brokerage Services, Inc. (PARKERSBURG WV)

WV

06/07/2007 - 02/04/2008

EDWARD JONES (PARKERSBURG WV)

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Licenses & Designations

BOTH

Issued 06/22/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/19/2016

Series 53 - Municipal Securities Principal Examination

BC

Issued 07/12/2011

Series 4 - Registered Options Principal Examination

BC

Issued 09/16/2008

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathaniel A Butler.
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