Jennifer Senecal, financial advisor Portland ME
89 score

Jennifer Senecal

CRD Number: 5927712
Current Firm: Ubs Financial Services Inc.

Jennifer Senecal (CRD# 5927712) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, ME and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Portland, ME May 2011 - Current 5
St. Michaels College Fitness Center Colchester, VT Nov 2010 - Nov 2011 1
Burlington Housing Authority Burlington, VT Oct 2010 - May 2011 < 1
St. Michaels College Colchester, VT Jul 2007 - May 2011 3
Summer Shades Freeport, ME Jun 2009 - Aug 2010 1
St. Michaels College Colchester, VT Aug 2007 - May 2010 2
L.l. Bean Freeport, ME Jun 2008 - Jan 2009 < 1
Yarmouth Community Services Yarmouth, ME May 2005 - Aug 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Jennifer A. Senecal
Phone Number: 201-352-3000
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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