Advisor at Maine Center for Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Maine Center for Wealth Management, LLC
Location
Augusta, ME 04330
Credentials
Series 63, Series 65
Industry experience
14 years
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.50% $5,000,000+: 0.35%
Portfolio Managers may receive commissions for insurance products separate from advisory fees.
Financial planning services charged at $250.00 per hour, negotiated in advance.
Maine Center for Wealth Management, LLC
2014 - Present (12 years)
Maine Center for Wealth Management, LLC
2010 - Present (16 years)
Stevens Law Offices, PA
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Manchester, ME
Edward Jones
Series 66
Augusta, ME
Edward Jones
Series 66
Augusta, ME
Edward Jones
Series 66
Pittston, ME
Fidelity
Monica Worcester is a Financial Consultant I at Fidelity Investments, where she has been serving since 2024. In her role, she focuses on building trust with her clients and providing personalized financial guidance aimed at growth, security, and achieving their unique goals. Prior to this position, Monica held roles including Planning Consultant at Fidelity Investments and Relationship Manager at Empower Retirement, accumulating extensive experience in client service and financial planning since 1997. Her career spans various roles in the financial services industry, including positions at UBS, Lebel & Harriman, LLP, Key Bank, and Gorham Savings Bank. This diverse background has contributed to her expertise in retirement education, client relationship management, and financial consulting. Outside of her professional work, Monica enjoys activities such as cooking and baking, gardening, music, caring for pets, and reading.
Series 63, Series 66
Augusta, ME
Edward Jones
Series 66
Monmouth, ME
Edward Jones
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