Vannak Sao (CRD# 5413315) is an Investment Advisor Representative working at Proactive Financial Solutions 360, LLC in North Attleboro, MA and has over 15 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Tax, Inc. | N. Attleboro, MA | May 2022 - Current | 1 |
| Proactive Financial Solutions 360, LLC | North Attleboro, MA | Mar 2022 - Current | 2 |
| All Star Staffing, LLC | Boston, MA | Oct 2017 - Current | 6 |
| Proactive Financial Solutions 360, LLC | North Attleboro, MA | Sep 2021 - Mar 2022 | < 1 |
| Vannak Sao, Sole Proprietor | Boston, MA | Sep 2012 - Sep 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2008 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- MA
- RI
-
Total Assets Under Management13MILLIONS
-
Total Number of Accounts111ACCOUNTS
-
Average Account Value$113,333
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
MA, RI
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