Unclaimed
Addison Dunayer is a financial professional with experience in the industry. Addison is currently registered with Houlihan Lokey Capital, Inc. in Texas. Addison previously worked at MORGAN STANLEY. Addison is licensed to provide investment advice in Texas. Addison has passed the Series 63, Series 7, Series 79 and SIE exams. Addison has been in the industry since 2021.
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.
1
2
TX
10/03/2023 - Present
Houlihan Lokey Capital, Inc. (Dallas TX)
TX
10/24/2022 - 09/08/2023
MORGAN STANLEY (Dallas TX)
TX
08/10/2021 - 10/14/2022
HOULIHAN LOKEY CAPITAL, INC. (DALLAS TX)
IA
Issued 12/20/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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