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Jeffrey S Houdlette

Ubs Financial Services Inc.

Portland, ME

Kennebunk, ME

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2021-12-17
TX RA APPROVED_RES 2021-12-16
ME RA APPROVED 2021-12-15
  • NH RA
    APPROVED
    Since 2021-12-17
  • TX RA
    APPROVED_RES
    Since 2021-12-16
  • ME RA
    APPROVED
    Since 2021-12-15

Branch Locations

One City Center 10Th Floor, Portland, ME 04101 • United States

Kennebunk, 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 Portland ME 02/2013 12/2020
Morgan Stanley Portland ME 12/2020 12/2021
Ubs Financial Services Portland ME 12/2021 Present
  • 02/2013 → 12/2020
    Ubs Financial Services
    Portland, ME
  • 12/2020 → 12/2021
    Morgan Stanley
    Portland, ME
  • 12/2021 → Present
    Ubs Financial Services
    Portland, ME
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-07-24
  • S66 Uniform Combined State Law Examination
    2006-07-24
Other Names
  • Jeffrey Steven Houdlette
  • Jeffrey Houdlette

View on SEC IAPD

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Other Offices

PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
J.P. MORGAN SECURITIES LLC · Portland, ME
GREAT DIAMOND PARTNERS, LLC · PORTLAND, ME
HARBOR INVESTMENT ADVISORS · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · Portland, ME
MASCOMA WEALTH MANAGEMENT · Portland, ME

More in Portland, ME

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