Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashish? Claim Your ProfileAshish Jitendra Shah is an Investment Advisor Representative at Syon Capital LLC. Ashish has been in the industry since 1999 and holds a Series 7 and Series 65 license. Ashish has a strong track record in the industry, having worked at prominent firms such as Chase Securities Inc. and Hambrecht & Quist LLC. Ashish specializes in portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
04/22/2024 - Present
Syon Capital LLC (SAN FRANCISCO CA)
NY
02/01/2000 - 04/25/2000
CHASE SECURITIES INC. (NEW YORK NY)
CA
03/17/1999 - 02/01/2000
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
IA
Issued 01/07/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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