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 6 years of experience in the finance industry.
Royal Alliance Associates, Inc.
Lpl Financial LLC
Magpie Consulting LLC
|United Brokerage Services, Inc.||Parkersburg, WV||Jan 2013 - Current||5|
|United Bank||Parkersburg, WV||Dec 2012 - Current||5|
|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|
|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 Accounts865ACCOUNTS
Average Account Value$132,390
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, DC, FL, HI, KY, MD, NC, NJ, NY, OH, PA, SC, TX, VA, WV