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Vimash Babaria

Performance Trust Capital Partners, LLC

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About Vimash Babaria

Vimash Babaria is a financial advisor registered with the state of Connecticut and other states. Vimash has been in the financial services industry since June 2016. Vimash is currently employed with Performance Trust Capital Partners, LLC. Vimash has a Series 7, Series 66, and SIE licenses and has previously been registered with MORGAN STANLEY.

Firm Information

Vimash Babaria is currently registered with Performance Trust Capital Partners, LLC. Performance Trust Capital Partners, LLC is a Limited Liability Company formed on October 6, 2006. The firm is registered in all 50 states plus the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

219

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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Vimash Babaria’s Registration & Firm History

CT

01/08/2018 - Present

Performance Trust Capital Partners, LLC (Stamford CT)

NY

10/07/2013 - 04/16/2015

MORGAN STANLEY (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/08/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/08/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Vimash Babaria.
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