Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashish? Claim Your ProfileAshish Relan is a financial professional with over two years of experience in the financial services industry. Ashish is currently registered with Castleoak Securities, LP as a registered representative. Prior to joining Castleoak Securities, LP, Ashish was employed by Stifel, Nicolaus & Company, Incorporated, where he was registered as an Investment Banking Registered Representative. Ashish is also a licensed securities agent in New York.
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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NY
12/04/2023 - Present
Castleoak Securities, LP (NEW YORK NY)
NY
03/10/2022 - 09/20/2023
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
BC
Issued 12/05/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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