Bilal Qaiser
Bilal Qaiser is a registered investment advisor at United Brokerage Services INC, based in Vienna, VA, with 8 years of industry experience. Bilal is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,390 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Brokerage Services charges advisory fees that are typically calculated as a percentage of the value of your portfolio. Fees are billed quarterly in advance and are based on the quarter-end market value of your investments. Fees are negotiable depending on the services provided, portfolio complexity, and account size. The standard fee schedules follow the terms outlined in the Wells Fargo wrap fee brochure.
Location
2071 Chain Bridge Road, Vienna, VA, 22182
Get directionsHistory
Regulatory History (1)
Financial
November 2018Employment History
Current Registrations
United Brokerage Services, INCBroker
United Brokerage Services INC
Previous Registrations
TD Private Client Wealth LLC
TD Private Client Wealth LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLCBroker
Key Investment Services LLCBroker
Citizens Securities, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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