Ana Bourasseau-Calderon (CRD# 6807423) is an Investment Advisor Representative working at Prudential Financial Planning Services in Auburn, ME and has over 5 years of experience in the finance industry.
CRD# 711018
Lpl Financial LLC
CRD# 3211037
Mml Investors Services, LLC
CRD# 5157367
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pruco Securities, LLC | Auburn, ME | Aug 2021 - Current | 1 |
| Prudential Insurance Company Of America | Auburn, ME | Aug 2021 - Current | 1 |
| Saybrus Partners | Hartford, CT | Jun 2019 - Aug 2021 | 2 |
| Saybrus Equity Services, LLC | Hartford, CT | Jun 2019 - Aug 2021 | 2 |
| The Prudential Insurance Company Of America | South Portland, ME | Aug 2017 - Jun 2019 | 1 |
| Pruco Securities, LLC | South Portland, ME | May 2017 - Jun 2019 | 2 |
| The University Of Maine | Orono, ME | Sep 2013 - May 2017 | 3 |
| Unemployed | San Juan, PR | May 2005 - Sep 2013 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2017 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- ME
-
Total Assets Under Management14,029MILLIONS
-
Total Number of Accounts106,737ACCOUNTS
-
Average Account Value$131,438
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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