Sergei Vassilenko
Sergei Vassilenko is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Beaverton, OR, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
15995 SW Walker Rd, Beaverton, OR, 97006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sergei works for OnPoint Investment Services as an associate/employee offering non-deposit investment products to members of OnPoint Community Credit Union, and as a financial advisor. These activities take about half of Sergei's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Key Investment Services LLCBroker
Key Investment Services LLC
Curian Capital, LLC
Jackson National Life Distributors LLCBroker
Curian Capital, LLC
Investment Centers of America, INC.Broker
Securities Service Network, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations9 states
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