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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2009-11-02
ME RA APPROVED 2009-04-17
  • TX RA
    APPROVED_RES
    Since 2009-11-02
  • ME RA
    APPROVED
    Since 2009-04-17

Branch Locations

One Merchants Plaza Third Floor, Bangor, ME 04401 • United States

Hampden, ME • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc Boston MA 02/2009 Present
Other Businesses

1) YMCA / 17 2nd street bangor, Maine 04401 / United States / Association (e.g. Trade or Industry, Sport)/ Other Community organization for youth development, healthy living and social responsibility / Investment Committee - Review portfolio performance of Foundation and Endowment portfolios. Make recommendations for specific holdings and portfolio allocation. / Member of a committee with management / supervisor functions / Investment Committee - Review portfolio performance of Foundation and Endowment portfolios. Make recommendations for specific holdings and portfolio allocation. / Start Date 8/28/2019 / Kirsten Ismail, Occasional rental of our lake house through VRBO website and services, Proprietor / owner, Maintenance of home and approve or decline rental requests submitted through VRBO, start date-7/30/2023, St. Ablan'sMaineUnited States-0497. Foundation for Financial Planning Providing Pro Bono Financial Planning to underserved communities , Washington DC United States, Provider of Pro-Bono planning work ,Start date 3/2/2026

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-23
S63 Uniform Securities Agent State Law Examination 1997-02-06
  • S65 Uniform Investment Adviser Law Examination
    1999-12-23
  • S63 Uniform Securities Agent State Law Examination
    1997-02-06
Designations
Other Names
  • Kirsten L Cyr
  • Kirsten Leah Cyr
  • Kirsten Leah Ismail
  • Kirsten L Cyr

View on SEC IAPD

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