Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sergei? Claim Your ProfileSergei Vassilenko is a financial advisor in Beaverton, Oregon. Sergei is a registered representative of Raymond James Financial Services Advisors, Inc., which is a broker-dealer with over 6,400 registered representatives and 5,700 investment advisor representatives. Sergei has been in the financial services industry since 2003. Sergei holds the Series 66 and Series 7 licenses as well as the SIE certification. Sergei is also a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®). Sergei offers financial planning, investment management, and retirement planning services to individuals, families, and businesses. Sergei is committed to helping 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
06/17/2016 - Present
Raymond James Financial Services Advisors, Inc. (Beaverton OR)
OR
05/21/2009 - 06/03/2016
KEY INVESTMENT SERVICES LLC (PORTLAND OR)
CO
01/10/2006 - 04/06/2009
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
WI
02/09/2005 - 12/31/2005
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
TN
09/12/2002 - 02/27/2003
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
MN
07/31/2000 - 09/13/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/31/2000 - 09/13/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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