Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlotte? Claim Your ProfileCharlotte Peyraud is a registered representative with Houlihan Lokey Capital, Inc. Charlotte has been in the financial services industry for over 4 years. Her past experience includes roles with Credit Suisse Securities (USA) LLC and Credit Agricole Securities (USA) Inc.. Charlotte holds the Series 7, Series 63, Series 79 and SIE licenses. Charlotte is registered in New York.
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
09/11/2023 - Present
Houlihan Lokey Capital, Inc. (NEW YORK NY)
NY
05/26/2021 - 09/27/2023
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
01/04/2019 - 05/07/2021
CREDIT AGRICOLE SECURITIES (USA) INC. (NEW YORK NY)
BC
Issued 12/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/13/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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