Joseph William Kantakevich
Investment adviser representative at United Brokerage Services Inc
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- United Brokerage Services Inc.Aug 2022 to now
- United BankAug 2022 to now
- Dai Securities, LLCNov 2020 to Jul 2022
- Jwk Financial GroupFeb 2014 to Dec 2018
- Eaglestone Wealth Advisors, Inc.Jun 2012 to Jul 2022
- Triad Advisors, IncAug 2011 to Nov 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (DC).
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
- 5624294
- Firm CRD
- 39062