Unclaimed
Konstantin Vayneris is a financial advisor with LPL Financial LLC. Konstantin has been in the financial services industry since 2009 and is registered with the state of Connecticut. Konstantin has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Konstantin's areas of expertise include financial planning, investment management, and retirement planning. Konstantin is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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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CT
05/18/2020 - Present
LPL Financial LLC (FAIRFIELD CT)
CT
11/29/2018 - 11/25/2019
INFINEX INVESTMENTS, INC. (Westport CT)
CT
10/03/2017 - 12/05/2018
HSBC SECURITIES (USA) INC. (WESTPORT CT)
CT
05/10/2016 - 06/06/2017
J.P. MORGAN SECURITIES LLC (GREENWICH CT)
NY
12/03/2015 - 02/23/2016
TULLETT PREBON FINANCIAL SERVICES LLC (NEW YORK NY)
CT
10/01/2012 - 11/12/2015
J.P. MORGAN SECURITIES LLC (WILTON CT)
CT
11/25/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WILTON CT)
BC
Issued 12/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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