Kaitlyn Ireland, financial advisor South Portland ME
90 score

Kaitlyn Ireland

CRD Number: 5904561
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Kaitlyn Ireland (CRD# 5904561) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in South Portland, ME and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated South Portland, ME Jan 2015 - Current 1
Bank Of America, N.a. South Portland, ME Jan 2015 - Current 1
Edward Jones St. Louis, MO Aug 2012 - Jan 2015 2
Choquette Financial Services, Inc. Bangor, ME Mar 2011 - Jul 2012 1
Commonwealth Financial Network Bangor, ME Mar 2011 - Jul 2012 1
University Of Maine Orono, ME May 2010 - Mar 2011 < 1
Verizon Wireless Bangor, ME Jun 2009 - May 2010 < 1
Eastern Maine Community College Bangor, ME Mar 2009 - Jun 2009 < 1
Microdyne Orono, ME Jul 2008 - Mar 2009 < 1
Mcdonalds Lincoln, ME Aug 2005 - Jul 2008 2
University Of Maine Childcare Services Portland, ME Oct 2007 - May 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Kaitlyn E. Ireland
Phone Number: 800-637-7455
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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
90
Clean Record
This advisor has a clean track record with regulators.

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