Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexei? Claim Your ProfileAlexei Casolari is a registered investment advisor representative with Lifemark Securities Corp. Alexei has been in the financial services industry since 2020 and has been registered with FINRA and the state of New York since that time. Alexei's current employment is with Lifemark Securities Corp., a firm with offices in Rochester, NY. Alexei's areas of expertise include financial planning, portfolio management for individuals, and selection of other advisors. Alexei is also a licensed independent insurance agent with an insurance license to sell life and health insurance products.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
08/19/2021 - Present
Lifemark Securities Corp. (ROCHESTER NY)
BOTH
Issued 12/04/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/31/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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