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Miles Dorsey

Tripletree, LLC

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About Miles Dorsey

Miles Dorsey is a registered representative in the state of Minnesota. Miles is currently employed by Tripletree, LLC, a firm that is registered with FINRA. Miles is licensed to sell securities in Minnesota and New York. Miles has passed the Series 79TO, Series 63, and SIE exams.

Firm Information

Miles Dorsey 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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Miles Dorsey’s Registration & Firm History

MN

10/05/2023 - Present

Tripletree, LLC (Minneapolis MN)

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Licenses & Designations

BC

Issued 12/19/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/05/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 08/09/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Miles Dorsey.
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