I've been in the business for 40 years. I began with E.F.Hutton in Boston and for the past 20 years I've been with Park Avenue Securities. I'm an Investment Advisor Representative and a Registered Principal.
At Northern New England Associates our first priority is your overall financial success. We want to learn more about your personal situation, and understand your dreams and goals.
Long term relationships that encourage open and honest communication are the foundation that positions us to be of maximum value to you.
Andrew Kehoe
Financial Advisor
I have been working with my father since 2019. I hold FINRA series 7 and 66 licenses as well as Maine insurance license for life, LTC, and disability #PRR379383.
General Information |
| Insurance License#: | PRR2270 |
| Name of Broker/Dealer: | PARK AVENUE SECURITIES LLC |
| States Licensed in: | ME,MA,NH. |
| Work Experience: | I assist clients with creating an overall financial plan. This includes reviews of protection, cash flow, savings and investments. This is done with the aim of helping the client to achieve their goals and retire comfortably. I also work with clients on their estate planning needs and business exit strategies. |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management |
Services |
| Investment Types: | Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Mutual Funds, Stocks Mutual Funds |
| Can meet clients in the following ways: | Your Office, Email, Phone, Our Office, Our Offices, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Annuity, Long Term Care, Disability, Annuity, Life, Health, Variable Life |
Firm Information |
| Assets Managed by Firm: | Yes |
| Advisor's Number of Clients: | 100 |
| Advisor's Number of Managed Clients: | 50 |
| Advisor's Number of Planning Clients: | 20 |
| Assets Managed by Advisor: | $3000000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $100,000 |
| Compensation Methods: | Based on Assets |
| Fee % Based on Assets: | .5-1% |
Disclosures |
| WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Southern Maine, New Hampshire and Massachusetts. |
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