linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Peter Trageser Warren

United Brokerage Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Peter? Claim Your Profile

About Peter Trageser Warren

Peter Warren is a financial professional with over 10 years of experience in the industry. Peter has a Series 6, 7, and 63 license and is registered with the state of Virginia as both a broker-dealer and investment adviser. Peter has a current position at United Brokerage Services, Inc. where they are a Commercial Banker. Peter is committed to providing clients with personalized financial guidance and helping them achieve their financial goals. Peter's previous experience includes a role at Wells Fargo Advisors, LLC.

Firm Information

Peter Warren 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Peter Warren’s Registration & Firm History

WV

01/04/2013 - Present

United Brokerage Services, Inc. (MARTINSBURG WV)

VA

05/30/2011 - 12/11/2012

WELLS FARGO ADVISORS, LLC (WINCHESTER VA)

Not sure if Peter Trageser Warren is right for you?

Licenses & Designations

IA

Issued 06/21/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/07/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2012

Series 7 - General Securities Representative Examination

BC

Issued 05/27/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Trageser Warren.
Not sure if Peter Trageser Warren is right for you?