Cameron Corsi (CRD# 5962210) is an Investment Advisor Representative working at Vahanian & Associates Financial Planning Inc. in Saratoga Springs, NY and has over 12 years of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Royal Alliance Associates | Saratoga Springs, NY | Oct 2016 - Current | 7 |
Vahanian & Associates Financial Planning | Saratoga Springs, NY | Oct 2016 - Current | 7 |
Goldman, Sachs & Company | Boston, MA | Jun 2013 - Jul 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2011 |
S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- MA
- NY
-
Total Assets Under Management177MILLIONS
-
Total Number of Accounts321ACCOUNTS
-
Average Account Value$551,384
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CT, FL, MA, NH, NY
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