Bilal Qaiser
Investment Adviser Representative at United Brokerage Services Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Bilal Qaiser is an investment adviser representative with United Brokerage Services Inc in Vienna, VA, where they have been registered since 2026. They have worked in the securities industry since 2018 and have been registered with 3 firms, including TD Private Client Wealth LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in District of Columbia, Maryland, and Virginia.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- District of Columbia, Maryland, Virginia
- Broker:
3 states and territories
District of Columbia, Maryland, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Key BankJul 2015 – Jul 2017New Haven, CT
- Citizens BankAug 2017 – Feb 2018New Haven, CT
- Citizens Securities, INCAug 2017 – Feb 2018New Haven, CT
- Key Investment Services LLCMar 2018 – Oct 2018Manchester, CT
- JPMorgan Chase Bank, N.A.Mar 2019 – Aug 2021New Haven, CT
- JPMorgan Chase Bank, N.A.Mar 2019 – Aug 2021New Haven, CT
- UnemployedOct 2018 – Mar 2019Hamden, CT
- Key BankMar 2018 – Oct 2018Manchester, CT
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2021 – Sep 2024Rocky Hill, CT
- BANK OF America, N.A.Nov 2021 – Sep 2024Rocky Hill, CT
- TD Bank N.A.Oct 2024 – Mar 2026Washington, DC
- TD Private Client Wealth LLCOct 2024 – Mar 2026Washington, DC
- United Brokerage Services, Inc.Mar 2026 – no end date reportedParkersburg, WV
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About United Brokerage Services Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, retirement planning, personalized investment guidance, small business lending (including commercial real estate loans and lines of credit), and online and mobile banking options.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 57
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Parkersburg, WV
- SEC file number:
- 801-80804
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 10, 2026
View full firm profileOther advisors at United Brokerage Services Inc
Showing 12 of 57 in the directory
Similar advisors in Vienna, VA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bilal Qaiser has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched