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Elizabeth Sandra Mckay

Penobscot Financial Advisors

Portland, ME

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Current Employers
Penobscot Financial Advisors

One Monument Square Suite 501, Portland, ME 04101 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2022-08-05
  • ME RA
    APPROVED
    Since 2022-08-05

Branch Locations

One Monument Square Suite 501, Portland, ME 04101 • 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
Coats Financial Planning Louisville KY 04/2018 Present
Unemployed Milbridge ME 12/2017 03/2018
Northwestern Mutual Machias ME 04/2017 11/2017
Axly Milbridge ME 01/2017 03/2017
Unemployed Milbridge ME 11/2016 12/2016
Project Social / Cherrystones Bar Harbor ME 05/2016 10/2016
Penobscot Financial Advisors Portland ME 01/2022 Present
  • 04/2018 → Present
    Coats Financial Planning
    Louisville, KY
  • 12/2017 → 03/2018
    Unemployed
    Milbridge, ME
  • 04/2017 → 11/2017
    Northwestern Mutual
    Machias, ME
  • 01/2017 → 03/2017
    Axly
    Milbridge, ME
  • 11/2016 → 12/2016
    Unemployed
    Milbridge, ME
  • 05/2016 → 10/2016
    Project Social / Cherrystones
    Bar Harbor, ME
  • 01/2022 → Present
    Penobscot Financial Advisors
    Portland, ME
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-05
  • S65 Uniform Investment Adviser Law Examination
    2018-09-05
Designations
Other Names
  • Libby Thoke
  • Elizabeth S Thoke
  • Libby Mckay
  • Elizabeth S Mckay

View on SEC IAPD

Other Firms

PORTLAND FINANCIAL PLANNING GROUP
J.P. MORGAN SECURITIES LLC
GREAT DIAMOND PARTNERS, LLC
HARBOR INVESTMENT ADVISORS
BIGELOW INVESTMENT ADVISORS, LLC
MASCOMA WEALTH MANAGEMENT
MAINE SECURITIES CORPORATION
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

BRIAN LUTHER DIETZ
William Emmet
JOHN MARSHALL PIPER
HELEN ELIZABETH ANDREOLI
WYATT ANDREOLI
STEPHEN DANIEL POULOS
JOSEPH WILLIAM POWERS
LISA SUSAN DEMERS

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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