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Omid Heidar Sanie

United Brokerage Services, Inc.

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About Omid Heidar Sanie

Omid Sanie is a registered representative with United Brokerage Services, Inc. Omid has been in the industry since December 31, 2013. Omid is licensed in several states, including District of Columbia, Florida, Maryland, North Carolina, Virginia and West Virginia. Omid is also licensed to provide investment advisory services in District of Columbia, Florida, Maryland, North Carolina, Virginia and West Virginia. Omid has worked at Woodbury Financial Services, Inc. and Capital One Investing, LLC. Omid holds the Series 66, Series 7, and SIE exams.

Firm Information

Omid Sanie 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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Omid Sanie’s Registration & Firm History

VA

10/09/2020 - Present

United Brokerage Services, Inc. (MCLEAN VA)

VA

04/18/2022 - 04/21/2022

WOODBURY FINANCIAL SERVICES, INC. (RESTON VA)

VA

01/02/2015 - 03/26/2018

CAPITAL ONE INVESTING, LLC (MCLEAN VA)

VA

01/01/2014 - 01/02/2015

CAPITAL ONE INVESTMENT SERVICES LLC (MCLEAN VA)

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Licenses & Designations

BOTH

Issued 08/11/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/26/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Omid Heidar Sanie.
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