![Christopher Grennon, financial advisor Portland ME](/img/ws/profile-blank-sq.png)
Christopher Grennon (CRD# 2013516) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, ME and has over 34 years of experience in the finance industry.
![Amy Abrahamson, financial advisor Portland ME](/img/ws/profile-blank-sq.png)
CRD# 2866380
Merrill Lynch, Pierce, Fenner & Smith Incorporated
![Naveed Ahmady, financial advisor Portland ME](/img/ws/profile-blank-sq.png)
CRD# 6528663
Ubs Financial Services Inc.
![Geoffrey Alexander, financial advisor Portland ME](/img/ws/profile-blank-sq.png)
CRD# 2883211
R M Davis Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Ubs Financial Services Inc. | Portland, ME | Jan 1995 - Current | 29 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1990 |
S65 | NASAA Investment Advisors Law Examination | Mar 1992 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- ME
- TX
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Total Assets Under Management702,387MILLIONS
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Total Number of Accounts1,093,486ACCOUNTS
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Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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