Portfolio Administrator Looking for Love… Penobscot Financial Advisors (PFA) is seeking a qualified individual to join our Team as Portfolio Administrator. You will be responsible for maintenance of the team’s investment models, client portfolios & reporting. Our team will direct much of your work, which includes gathering necessary data for investment research, updating & maintaining […]
Hammers are swinging and our new Portland office is in the works! The new space will have offices to accommodate our growing team, as well as a client meeting room and a conference room. Five sunny windows look out over Monument Square and Our Lady of Victories. To find out more about this historic landmark […]
Abrin Berkemeyer has joined the PFA Team as an Associate Advisor! Abrin is honing his extensive financial market and mathematics knowledge into practical application as he works closely with the firm’s advisors, researching complex planning topics and crafting solutions for clients. When not working, or buried in his CFP Study Materials, Abrin enjoys hiking, going […]
Dear Valued Client, It’s hard to believe, but it has been about four months since my last letter. At that time I was announcing exciting progress as PFA registered with the SEC, becoming an independent Registered Investment Advisor. I am pleased to report today that our dual-registration status with Mid Atlantic is winding down on […]
Dear Valued Client, I am excited to report that on January 27, 2017 the Securities and Exchange Commission (SEC) approved Penobscot Financial Advisors’ application to become a Registered Investment Advisor. I know, this more than likely means nothing to you – let me translate: All financial advisors that deliver investment advice must register as Investment […]
