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Sonya M
Series 63, Series 65
Ellsworth, ME
OSAIC Institutions, INC.
Sonya Mitchell is a financial advisor at OSAIC Institutions, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Infinex Investments, Inc. and Bar Harbor Banking & Trust Company since 2004. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions through a hybrid adviser/broker-dealer model.
Dennis K
Series 66
Ellsworth, ME
OSAIC Institutions, INC.
Dennis Kinghorn is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 credential and 30 years of industry experience. His work history includes roles at Infinex Investments, Inc., Bar Harbor Bank & Trust, LPL Financial, and Uvest Financial Services Group, Inc. Outside of his advisory work, he is involved in small-scale commercial shellfish sales and blueberry harvesting in Ellsworth, Maine. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers a range of services including customized advisory solutions, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer model that combines centralized supervision with advisor-led investment management.
Amanda R
Series 66
Ellsworth, ME
OSAIC Institutions, INC.
Amanda Robbins is a financial advisor with OSAIC Institutions, INC. She holds a Series 66 designation and has 11 years of industry experience. Robbins has worked at Bar Harbor Bank & Trust/Financial Services since 2013. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions.
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