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Patricia Caprarese

United Brokerage Services, Inc.

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About Patricia Caprarese

Patricia Caprarese is a financial advisor with over 20 years of experience in the industry. Patricia is registered to provide investment advice in Alabama, Florida, Illinois, Kentucky, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Texas, Virginia, West Virginia, and Wisconsin. Patricia works for United Brokerage Services, Inc. and has been with the firm since 2021. United Brokerage Services, Inc. is a broker-dealer and investment advisor with over 70 licensed agents and 50 investment advisor representatives. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Patricia Caprarese 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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Patricia Caprarese’s Registration & Firm History

WV

02/05/2024 - Present

United Brokerage Services, Inc. (Wheeling WV)

OH

04/21/2022 - 01/31/2024

J.P. MORGAN SECURITIES LLC (Bellaire OH)

WV

04/23/2021 - 05/03/2022

UNITED BROKERAGE SERVICES, INC (Weirton WV)

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Licenses & Designations

BOTH

Issued 09/13/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/23/2021

Series 7TO - General Securities Representative Examination

BC

Issued 12/01/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patricia Caprarese.
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