Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad McCallister is a financial professional with over 4 years of experience in the industry. Chad is currently registered with Houlihan Lokey Capital, Inc. in California. Prior to this, Chad worked at KPMG Corporate Finance LLC in Santa Clara, CA. Chad has a broad range of experience in the industry, including Series 63, Series 79TO, Series 82TO and SIE exams.
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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CA
11/08/2023 - Present
Houlihan Lokey Capital, Inc. (LOS ANGELES CA)
CA
05/24/2019 - 09/11/2023
KPMG CORPORATE FINANCE LLC (SANTA CLARA CA)
BC
Issued 06/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2019
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 05/24/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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