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Nicholas Masih

United Brokerage Services, Inc.

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About Nicholas Masih

Nicholas Masih is a registered investment advisor representative in Virginia with a Series 63 and 65 license. He has experience at United Brokerage Services, Inc. and HSBC Securities (USA) Inc. in the Arlington, VA area. His firm, United Brokerage Services, Inc., has its main office in Parkersburg, West Virginia. Nicholas has been in the financial services industry for over 10 years. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Nicholas Masih 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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Nicholas Masih’s Registration & Firm History

VA

07/26/2021 - Present

United Brokerage Services, Inc. (ARLINGTON VA)

DC

03/03/2020 - 03/22/2021

HSBC SECURITIES (USA) INC. (Washington DC DC)

VA

11/01/2019 - 02/03/2020

UNITED BROKERAGE SERVICES, INC (ARLINGTON VA)

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Licenses & Designations

IA

Issued 07/26/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/02/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/01/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/07/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicholas Masih.
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