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Ashish Varshneya

Tripletree, LLC

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About Ashish Varshneya

Ashish Varshneya is a financial professional with over a decade of experience in the industry. Ashish is currently registered with Tripletree, LLC in New York, New York and is licensed to conduct business in Minnesota and New York. Ashish has previously held positions at Citigroup Global Markets Inc., Tripletree, LLC in Bloomington, Minnesota and Thinkequity LLC in New York, New York.

Firm Information

Ashish Varshneya is currently registered with Tripletree, LLC. Tripletree, LLC is a Limited Liability Company formed on January 13, 1997. The company is registered in Minnesota and New York and has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

49

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Ashish Varshneya’s Registration & Firm History

NY

10/11/2019 - Present

Tripletree, LLC (New York NY)

NY

03/24/2016 - 10/10/2019

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

MN

09/28/2012 - 04/05/2016

TRIPLETREE, LLC (BLOOMINGTON MN)

NY

04/06/2011 - 09/06/2012

THINKEQUITY LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/31/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/05/2011

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ashish Varshneya.
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