Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aashis? Claim Your ProfileAashis Mehta is a financial advisor with Rothschild & Co. US Inc. based in New York, New York. Aashis has been in the financial services industry since 2002 and has a variety of licenses and certifications. Aashis's previous experience includes roles at Lazard Middle Market LLC, Credit Suisse Securities (USA) LLC and Citigroup Global Markets Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
NY
05/12/2017 - Present
Rothschild & Co. US Inc. (NEW YORK NY)
NY
08/26/2011 - 04/12/2017
LAZARD MIDDLE MARKET LLC (NEW YORK NY)
NY
09/01/2004 - 09/23/2011
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
09/11/2002 - 09/23/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/22/1999 - 03/30/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 04/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/10/2002
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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