Ashton Thomas Securities
Financial Services
Rochester, New York, United States
16 employees
- Employees
- 16
- Contacts
- 1
- Emails
- 1
- Phones
- 1
Ashton Thomas Securities Overview
- Headquarters
- Rochester, New York, United States
- Website
- www.excelsecurities.com
- Industry
- Financial Services
- Employees
- 16
- Founded
- 1978
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Ashton Thomas Securities
We are pleased to announce that Excel Securities is now a part of Ashton Thomas Private Wealth. This integration provides Excel's advisors and clients with access to Ashton Thomas's advanced technology platform and expanded resources, ensuring continued growth and enhanced client service in today's dynamic financial environment. We remain committed to providing the same personalized service you've come to expect, now under a new name. For 47 years, our team has provided personalized service that sets us apart. We established our business with the goal of catering to the community's stock and bond investing needs. With an emphasis on personalized service, we had originally provided investors with efficient, cost-effective means to trade stock & bonds. As our business grew, we added Financial and Retirement Planning services. As stewards of our client's wealth, we go to great lengths to cultivate long-term relationships. Each relationship is built on a passion for what we do, the depth of our capabilities, and our relentless commitment to integrity, objectivity, and sincerity. Retaining the core values from which our firm was founded upon, we expanded our Financial Services Firm to include Registered Investment Advisory (RIA) business. Our RIA business operates with the same philosophies, but with a focus on Financial Advisors. We strive to complement and strengthen Advisors' businesses by providing state of the art technology (Trading and Practice Management Tools, etc.) with sensible compliance policies, access to world class management teams, personalized operational support, and the freedom to be entrepreneurs. We are excited about our firm's future and ways we can enhance our clients' investing experience and financial well-being.
Ashton Thomas Securities Contact Details
- People in AeroLeads
- 4
- With contact data
- 1
- Email contacts
- 1
- 25.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Ashton Thomas Securities Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Justin Cuvelier | Financial Consultant at Excel Securities | Rochester, New York, United States |
Email
Phone
|
| Vnod Shahi |
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|
||
| Jennifer Lotta, Cfp(r) | Investment Advisor |
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|
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| Patience Nneji | Customer Success Manager / Devops | Brooklyn, New York, United States |
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|
Employees by Management Level
Individual contributor
2 profiles
Manager
1 profile
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