Veronika Vasilenko

Helping Grow Wealth with Purpose & Clarity | Global Mindset, Personal Strategy with Greener Path Retirement Planning

Role: Financial Advisor Assistant at Greener Path Retirement Planning
Location: Miami-Fort Lauderdale, FL, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

Experience

Financial Advisor Assistant
Greener Path Retirement Planning
Jan 2025 — Present · Fort Lauderdale, FL, US
Deliver continuous support to clients, ensuring their needs are met and expectations exceeded.Maintain accurate and up-to-date client records, providing timely responses to inquiries.Address client concerns and resolve transactional issues efficiently and effectively.Identify and capitalize on opportunities to drive growth and revenue within the existing client base.Stay informed on the latest products, industry trends, and best practices to ensure optimal service.Coordinate key operations including appointment scheduling, documentation preparation, and marketing initiatives.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Education

Moscow Open Social Academy
Master of Arts in Economics, Accounting, Analysis and Auditing

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
v•••••••@greenerpathretirement.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

Greener Path Retirement Planning

Financial Services · 3 employees · Founded 1996 · Boca Raton, Florida, United States

Greener Path Retirement has the flexibility to offer clients access to a wide range of non-proprietary products and services - without the obligation to sell any particular investment or brand - keeping our focus solely on goals and objectives. We work towards this task and objective utilizing the latest trading and financial planning technology and experience. Our mission is to provide a high level of responsive and personal service to clients, informed by a deep understanding of their needs and preferences. When clients choose Greener Path Retirement as their dependable advisor, they receive integrity, intelligence, and insight from an objective seasoned advisor. Moshe Aronov is registered with and offer securities through Kovack Securities, Inc. Member FINRA/SIPC. 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL (95••••••71. Investment Advisory services offered through Kovack Advisors, Inc, a SEC Registered Investment advisory firm. Greener Path Retirement Planning is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Registered Representative may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc.\"Likes\", endorsements, and other recommendations should not be considered a positive reflection of the services or advice offered by Moshe Aronov and/or Greener Path Retirement Planning; positive reviews of experiences with the Moshe Aronov and/or Greener Path Retirement Planning may not reflect the experience of all, or even most, clients. Visitors to this page should not write positive reviews of their experience with either as such testimonials may be prohibited under state and

greenerpathrp.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Experience

Financial Advisor Assistant

Education

Moscow Open Social Academy

Find verified contacts for anyone on LinkedIn