Ines Seferi (CRD# 6034031) is an Investment Advisor Representative working at Ashton Thomas Securities, LLC in Rochester, NY and has over 11 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Excel Securities & Associates, Inc. | Boston, MA | Jan 2024 - Current | < 1 |
| Excel Securities & Associates, Inc. | Boston, MA | Jan 2024 - Current | < 1 |
| Ashton Thomas Private Wealth, LLC | Boston, MA | Jan 2024 - Current | < 1 |
| Raymond James & Associates | Boston, MA | Jan 2018 - Jan 2024 | 6 |
| William O'neil & Co | Boston, MA | Apr 2017 - Dec 2017 | < 1 |
| One Charles Private Wealth, LLC | Hingham, MA | Nov 2015 - Mar 2017 | 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Nov 2015 - Jan 2017 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hyannis, MA | Apr 2013 - Nov 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2012 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2013 |
- CT
- MA
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Total Assets Under Management409MILLIONS
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Total Number of Accounts1,799ACCOUNTS
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Average Account Value$227,393
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV
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