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Volnei Demoraes

Ashton Thomas Securities, LLC

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About Volnei Demoraes

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.

Firm Information

Volnei Demoraes is currently registered with Ashton Thomas Securities, LLC. Ashton Thomas Securities, LLC is a Limited Liability Company, formed on January 8, 2024, and registered with the SEC. Based in Rochester, NY, the firm offers a range of financial advisory services including financial planning, pension consulting, and portfolio management for individuals. They are licensed to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm manages over $409 million in assets and has a team of over 50 licensed professionals.
Ashton Thomas Securities, LLC

200 CANAL VIEW BLVD.

ROCHESTER, NY 14623

$409.08M

Assets Under Management

Not reported

Total Clients

43

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Volnei Demoraes’s Registration & Firm History

NY

07/22/2024 - Present

Ashton Thomas Securities, LLC (ROCHESTER NY)

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Licenses & Designations

BC

Issued 07/22/2024

Series 99TO - Operations Professional Examination

BC

Issued 04/07/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Volnei Demoraes.
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