Manuel Martin Moral
Investment adviser representative at United Brokerage Services Inc
10 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$372.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- United Brokerage Services, IncApr 2018 to now
- Cetera Investment Services LLCOct 2016 to Apr 2018
- First National Bank of PaOct 2016 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 4 states (DC, MD, PA, VA).
United Brokerage Services Inc
Legal name: United Brokerage Services, Inc
$372.3MAssets managed
1,390Clients
57Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4875405
- Firm CRD
- 39062