Raymond James Financial Services Advisors, Inc
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About this Advisor
Sergei Vassilenko is a chartered financial consultant based in Portland, Oregon, with 15 years in the industry. Vassilenko is an advisor for Raymond James Financial Services Advisors, Inc. Throughout their career, Vassilenko has worked at Curian Capital LLC, Jackson National Life Distributors LLC, Key Investment Services, Onpoint Community Credit Union, Raymond James Financial Services, Inc and Raymond James Financial Services Advisors Inc. Vassilenko maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Oregon. Raymond James Financial Services Advisors, Inc is a firm that has its headquarters in Portland, Oregon. The investment advisory business has offices in 2,040 locations and a total of 5,600 people on staff. It oversees $81 billion in assets under management across its 280,698 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 100 charities and foundations. Of its 280,698 accounts, just 7% are associated with high-net-worth investors who have greater than $1 million in assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management usually depend on which services the firm provides the client. However, fee types billed by Raymond James Financial Services Advisors, Inc most likely include any combination of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Raymond James Financial Services Advisors, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Sergei Vassilenko Work History
Sergei has 15 years of experience.
Onpoint Community Credit Union
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Key Investment Services
Jackson National Life Distributors LLC
Curian Capital LLC
Sergei Vassilenko has no disclosures.
Please visit their SEC profile for more details.