Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vini? Claim Your ProfileVini Trehan is an investment professional with over 16 years of experience in the financial industry. Vini is currently registered with TD Securities (usa) LLC in New York, NY. Prior to joining TD Securities, Vini has held positions at Cowen and Company, Deutsche Bank Securities Inc, and Lehman Brothers Inc. Vini holds the Series 7, Series 63, SIE, and Series 79TO licenses.
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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2
NY
03/08/2024 - Present
TD Securities (usa) LLC (New York NY)
NY
05/22/2014 - 04/11/2024
COWEN AND COMPANY (NEW YORK NY)
CA
08/12/2011 - 11/05/2013
DEUTSCHE BANK SECURITIES INC. (SAN FRANCISCO CA)
NY
07/11/2008 - 05/16/2011
COWEN AND COMPANY (NEW YORK NY)
NY
09/14/2006 - 03/20/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 12/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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