Jodi L. McCarthy,  CFP<sup>&reg;</sup> - Financial Advisor

Jodi L. McCarthy, CFP®

First Vice President

UBS Financial Services

One Merchants Plaza, 3rd Fl
Bangor, ME 04401
FINANCIAL ADVISOR'S WEBSITE
(207) 947-4543

General

Jodi McCarthy is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at UBS Financial Services in Bangor, ME and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

UBS Financial Services Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Corporate Finance, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Succession Planning, Long-term Care, Sudden Wealth, Special Needs, Personal Taxes

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