Peter Warren, financial advisor Martinsburg WV
90 score

Peter Warren

CRD 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.

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Company Name Location Dates Years
United Brokerage Services, Inc. Parkersburg, WV Jan 2013 - Current 3
United Bank Parkersburg, WV Dec 2012 - Current 3
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
Contact Info for Peter T. Warren
Phone Number: 888-424-6158
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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