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Kamlesh Motiram Vaswani

Lifemark Securities Corp.

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About Kamlesh Motiram Vaswani

Kamlesh Vaswani is a registered representative with Lifemark Securities Corp. in Fairfield, NJ. Kamlesh has been in the financial industry since 1994. Kamlesh is also registered with the states of Connecticut, New Jersey, New York, and Texas. In addition to the Series 6 and Series 63 licenses, Kamlesh also holds the SIE license. Kamlesh specializes in providing financial planning services and portfolio management to individuals and other advisory clients. Previously, Kamlesh worked for Foresters Equity Services, Inc. and MetLife Securities Inc.

Firm Information

Kamlesh Vaswani is currently registered with Lifemark Securities Corp.. Lifemark Securities Corp. is a registered investment advisor headquartered in Rochester, NY. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They have 86 licensed agents, investment advisor representatives, and registered representatives who manage $246,107,839 in assets for 1,231 accounts. They are registered with the SEC and in all 50 states.
Lifemark Securities Corp.

400 WEST METRO PARK

ROCHESTER, NY 14623

$246.11M

Assets Under Management

780

Total Clients

135

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Kamlesh Vaswani’s Registration & Firm History

NJ

11/27/2018 - Present

Lifemark Securities Corp. (Fairfield NJ)

CA

02/09/2012 - 11/08/2018

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

NJ

01/21/1994 - 01/26/2012

METLIFE SECURITIES INC. (PARAMUS NJ)

NJ

01/21/1994 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (PARAMUS NJ)

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Licenses & Designations

BC

Issued 03/08/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kamlesh Motiram Vaswani.
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