Shane Marrone (CRD# 6701818) is an Investment Advisor Representative working at United Brokerage Services Inc. in Shepherdstown, WV and has over 3 years of experience in the finance industry.
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
CRD# 5431528
Equitable Advisors, LLC
CRD# 5165082
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Brokerage Services Inc. | Shepherdstown, WV | Aug 2021 - Current | 2 |
| United Bank | Shepherdstown, WV | Jun 2013 - Aug 2021 | 8 |
| United Brokerage Services | Parkersburg, WV | Sep 2016 - Oct 2018 | 2 |
| Shepherd University | Shepherdstown, WV | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2020 |
- MD
- WV
-
Total Assets Under Management250MILLIONS
-
Total Number of Accounts790ACCOUNTS
-
Average Account Value$316,134
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, CA, DC, FL, HI, KY, MD, NC, NJ, NY, OH, PA, SC, TX, VA, WV
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