Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vasso? Claim Your ProfileVasso Laforest is a financial advisor with Avantax Advisory Services. Vasso has been in the financial services industry since 1997. Vasso is registered with the state of New York and holds the Series 6, Series 63, and SIE licenses. Vasso is also registered with the state of Arizona, Florida, Maine, New Hampshire, Vermont and Virginia. Vasso is a CPA and offers accounting and tax services. Vasso is also a real estate broker. Vasso is a member of the Zoning Board of Appeals for the Town of Plattsburgh. Vasso offers financial planning, pension consulting, educational seminars and portfolio management services to individuals and businesses.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NY
08/19/2021 - Present
Avantax Advisory Services (PLATTSBURGH NY)
BC
Issued 04/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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