Unclaimed
Volnei Demoraes is a registered representative with Ashton Thomas Securities, LLC. Volnei is located in Rochester, New York. Volnei is a Series 99TO and a SIE licensed professional. Volnei has been in the financial services industry for over 2 years. Ashton Thomas Securities, LLC specializes in portfolio management for individuals and financial planning. Volnei and Ashton Thomas Securities, LLC primarily work with individuals.
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.
A percentage of the total value of assets under management is charged.
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2
NY
07/22/2024 - Present
Ashton Thomas Securities, LLC (ROCHESTER NY)
BC
Issued 07/22/2024
Series 99TO - Operations Professional Examination
BC
Issued 04/07/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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FINRA
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