Michelle Robichaud (CRD# 6938775) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, ME and has 1 year of experience in the finance industry.
CRD# 2866380
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6528663
Ubs Financial Services Inc.
CRD# 3211037
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services Inc. | Portland, ME | Jan 2022 - Current | 1 |
| Ernst And Young | Boston, MA | Sep 2019 - Jan 2022 | 2 |
| Sadies Boathouse Restaurant | Belgrade, ME | Jun 2015 - Aug 2019 | 4 |
| Endicott College | Beverly, MA | Sep 2015 - May 2019 | 3 |
| Ubs Financial Services Inc. | Portland, ME | May 2018 - Aug 2018 | < 1 |
| Ernst And Young | Boston, MA | Jan 2018 - Mar 2018 | < 1 |
| Albin, Randall & Bennett | Portland, ME | Jan 2017 - Jan 2017 | < 1 |
| Yarmouth Schools | Yarmouth, ME | Jan 2012 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- ME
-
Total Assets Under Management600,809MILLIONS
-
Total Number of Accounts1,077,471ACCOUNTS
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Average Account Value$557,610
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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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