Jeffrey Vahanian

from Vahanian & Associates Financial Planning Inc
SEC regulated
Regulated Investment Advisor
Jeffrey Vahanian is a financial advisor based in New York, Saratoga Springs, with 39 years of experience. Jeffrey currently works for Vahanian & Associates Financial Planning Inc. Jeffrey maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jeffrey Vahanian works at Vahanian & Associates Financial Planning Inc
Vahanian & Associates Financial Planning Inc is a financial advisory firm based in Saratoga Springs, New York. It currently has approximately $166,717,294 of assets under management and employs about 6 people. Vahanian & Associates Financial Planning Inc uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
5 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
60 Railroad Pl, Ste 104, Saratoga Springs, New York, 12866

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