Andrea VaioliCRD Number: 5318774
Current Firm: Advice And Planning Services
Andrea Vaioli (CRD# 5318774) is an Investment Advisor Representative working at Advice And Planning Services in Syracuse, NY and has over 9 years of experience in the finance industry.
Cadaret Grant & Co Inc.
Wells Fargo Advisors Financial Network, LLC
Cadaret Grant & Co Inc.
|Tiaa||Syracuse, NY||Dec 2014 - Current||1|
|Tiaa-cref Individual & Institutional Services, LLC||Syracuse, NY||Dec 2014 - Current||1|
|Metlife Securities||Johnson City, NY||Jun 2014 - Dec 2014||< 1|
|M&t Securities, Inc.||Corning, NY||Apr 2010 - Jun 2014||4|
|Sprint Wireless||Johnson City, NY||Nov 2009 - Apr 2010||< 1|
|Unemployed||Endicott, NY||May 2009 - Nov 2009||< 1|
|Wachovia Securities, LLC||Vestal, NY||Mar 2007 - May 2009||2|
|Hsbc||Vestal, NY||May 2006 - Mar 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2007|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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