Advisor at United Brokerage Services, INC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
United Brokerage Services, INC
Location
Sunset Beach, NC 28468
Credentials
Series 63, Series 66
Industry experience
11 years
Minimum fee: Minimum quarterly fee of $250 for the Wells Fargo Compass Advisory Program Accounts
United Brokerage Services Inc.
2022 - Present (4 years)
First Citizens Investor Services
2015 - 2022 (7 years)
FIrst Citizens Bank
2010 - 2022 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
North Myrtle Beach, SC
Merrill
Daniel Wells is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' full financial picture to develop personalized wealth management strategies that align with their goals. He offers access to Merrill’s investment insights alongside the banking and lending solutions of Bank of America. Daniel holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Marshall University. He is committed to building one-on-one relationships with clients to support their life goals and legacy planning. Additionally, he participates in community volunteer work, reflecting Merrill’s tradition of community involvement.
Series 66
North Myrtle Beach, SC
Edward Jones
Series 66
Shallotte, NC
Edward Jones
CFP®, ChFC®, Series 66
North Myrtle Beach, SC
Edward Jones
Series 66
North Myrtle Beach, SC
Edward Jones
Series 66
North Myrtle Beach, SC
Edward Jones
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