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Shane Andrew Marrone

United Brokerage Services, Inc.

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About Shane Andrew Marrone

Shane Andrew Marrone is a registered representative and investment advisor representative with United Brokerage Services, Inc. Shane holds Series 7TO, Series 66, and SIE licenses. Shane has been in the financial services industry since 2016. Shane is registered to provide securities and investment advisory services in Florida, Maryland, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and West Virginia.

Firm Information

Shane Marrone 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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Shane Marrone’s Registration & Firm History

WV

08/21/2020 - Present

United Brokerage Services, Inc. (Shepherdstown WV)

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Licenses & Designations

BOTH

Issued 08/13/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/29/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/22/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shane Andrew Marrone.
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