Presque Isle, ME Fort Fairfield Rd Office

Team
Updated today

Client AUM

$13,158,090,937

Clients

29,363

Advisors

2

Of 550 advisors across 275 offices

Location

99 Fort Fairfield Rd Ste 3

Presque Isle ME 04769

Advisors at this office

2

Advisors at this office

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Michael M

Series 63, Series 65

Presque Isle, ME

Ameritas Advisory Services, LLC

Michael Marquis is a financial advisor with Ameritas Advisory Services, LLC, holding the Series 63 and Series 65 licenses and having eight years of industry experience. He has worked with Ameritas since 2017 across multiple affiliated entities and also maintains a role with Thompson Financial Group. Outside of finance, Marquis operates small businesses in dog sitting and landscaping, and co-hosts a television show, MaineLife, which features travel and leisure in Maine. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a variety of discretionary and non-discretionary programs utilizing both in-house model portfolios and third-party managers, with a platform that includes co-advisory relationships and integrated solutions alongside affiliated Ameritas entities.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Madison S

Series 65

Presque Isle, ME

Ameritas Advisory Services, LLC

Madison Staples is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Ameritas, Madison has held roles at Thompson Financial Group and Ameritas Life Insurance Corp. Outside of financial advising, Madison has professional experience in the hospitality and retail sectors, including roles at Boondocks Grill and Blush Bridal & Formal. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs, utilizing both in-house model portfolios and third-party managers, with a platform that integrates with various Ameritas affiliates.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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