Stephanie Morin (CRD# 7798790) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Scarborough, ME and has 1 year of experience in the finance industry.
CRD# 6528663
Ubs Financial Services Inc.
CRD# 2883211
R M Davis Inc.
CRD# 4862526
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bankers Life Advisory Services, Inc. | Scarborough, ME | Jan 2024 - Current | < 1 |
| Bankers Life Securities, Inc. | Scarborough, ME | Aug 2023 - Current | < 1 |
| Bankers Life & Casualty, Inc. | Scarborough, ME | May 2019 - Current | 5 |
| Union Bluff Hotel | York, ME | Mar 2015 - Jun 2020 | 5 |
| Ruby's Wood Grill | York, ME | Mar 2008 - Aug 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- ME
-
Total Assets Under Management1,486MILLIONS
-
Total Number of Accounts13,089ACCOUNTS
-
Average Account Value$113,532
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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