Unclaimed
Serhiy Zayats is an investment advisor representative with Fragasso Financial Advisors in Sewickley, Pennsylvania. Serhiy has been in the industry since 2015 and has a Series 65 license. Serhiy has worked for several firms in the Pittsburgh area, including CIM Investment Management, Thermo Fisher Scientific, H.J. Heinz Company, Rootstock Advisors, Greycourt, Bank of New York Mellon/Mellon Group, and Fragasso Financial Advisors. Fragasso Financial Advisors is a registered investment advisor with over $2 billion in assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, families, businesses, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
07/21/2021 - Present
Fragasso Financial Advisors (SEWICKLEY PA)
IA
Issued 10/13/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Serhiy Zayats is the right advisor for you? Invested Better is here to help.