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Ines Seferi kasdorf

Ashton Thomas Securities, LLC

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About Ines Seferi kasdorf

Ines Seferi kasdorf is a registered investment advisor representative with Ashton Thomas Securities, LLC and Ashton Thomas Private Wealth. Ines has been in the financial industry since August 2013 and holds both Series 63 and 65 licenses, along with Series 7 and SIE. Ines has been previously registered with RAYMOND JAMES & ASSOCIATES, INC., PURSHE KAPLAN STERLING INVESTMENTS, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and AXA ADVISORS, LLC. Ines's areas of specialization include Retirement Planning, Investment Management, and Portfolio Management.

Firm Information

Ines Seferi kasdorf is currently registered with Ashton Thomas Securities, LLC. Ashton Thomas Securities, LLC is a Limited Liability Company, formed on January 8, 2024, and registered with the SEC. Based in Rochester, NY, the firm offers a range of financial advisory services including financial planning, pension consulting, and portfolio management for individuals. They are licensed to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm manages over $409 million in assets and has a team of over 50 licensed professionals.
Ashton Thomas Securities, LLC

200 CANAL VIEW BLVD.

ROCHESTER, NY 14623

$409.08M

Assets Under Management

Not reported

Total Clients

43

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ines Seferi kasdorf’s Registration & Firm History

NY

01/18/2024 - Present

Ashton Thomas Securities, LLC (ROCHESTER NY)

MA

01/04/2018 - 01/18/2024

RAYMOND JAMES & ASSOCIATES, INC. (Boston MA)

MA

11/13/2015 - 01/30/2017

PURSHE KAPLAN STERLING INVESTMENTS (Hingham MA)

MA

05/13/2013 - 11/16/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HYANNIS MA)

MA

05/22/2012 - 12/03/2012

AXA ADVISORS, LLC (WELLESLEY MA)

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Licenses & Designations

IA

Issued 08/26/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/07/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ines Seferi kasdorf.
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