Peter WarrenCRD Number: 5912850
Current Firm: United Brokerage Services Inc.
Peter Warren (CRD# 5912850) is an Investment Advisor Representative working at United Brokerage Services Inc. in Martinsburg, WV and has over 5 years of experience in the finance industry.
Royal Alliance Associates, Inc.
Planmember Securities Corporation
Raymond James Financial Services Advisors, Inc.
|United Brokerage Services, Inc.||Parkersburg, WV||Jan 2013 - Current||3|
|United Bank||Parkersburg, WV||Dec 2012 - Current||4|
|Wells Fargo Advisors LLC||Winchester, VA||Apr 2011 - Nov 2012||1|
|Wachovia Bank, N.a.||Winchester, VA||May 2010 - Nov 2012||2|
|Wells Fargo Financial||Martinsburg, WV||Dec 2008 - May 2010||1|
|Sportsplex Indoor Sports & Event Center||Winchester, VA||Feb 2007 - Dec 2008||1|
|Winchester Country Club||Winchester, VA||Oct 2006 - Feb 2007||< 1|
|New York Nationals Basketball Organization||Trenton, NJ||Sep 2005 - Oct 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2011|
|S65||NASAA Investment Advisors Law Examination||Jun 2011|
Total Assets Under Management115MILLIONS
Total Number of Accounts667ACCOUNTS
Average Account Value$171,691
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
DC, FL, HI, KY, MD, NJ, NY, OH, PA, SC, TX, VA, WV
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