Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keri? Claim Your ProfileKeri Vacanti is a financial advisor with over 19 years of experience in the industry. Keri is registered with Lincoln Investment and Capital Analysts, and holds a Series 6, 26, and 63 license. Keri is dedicated to providing financial advice to individuals and families. Keri specializes in financial planning, portfolio management, and selection of other advisors. Keri has worked with various clients, including individuals, families, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
03/25/2021 - Present
Lincoln Investment (FAIRPORT NY)
NY
07/23/2004 - 01/02/2013
LEGEND EQUITIES CORPORATION (ROCHESTER NY)
BC
Issued 09/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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