Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Frederick Nycholat is a financial advisor with Houlihan Lokey Capital, Inc., based in New York, NY. Daniel is licensed to offer securities in New York and has a strong track record of success in the industry, having worked with clients in both New York and California. His expertise spans various areas including Investment Banking and he is equipped with several industry-recognized qualifications like the Series 7, SIE, and Series 63 exams. Prior to joining Houlihan Lokey, Daniel worked with Piper Jaffray & Co., and Presidio Merchant Partners LLC.
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
11/13/2023 - Present
Houlihan Lokey Capital, Inc. (NEW YORK NY)
CA
02/29/2016 - 08/21/2017
PIPER JAFFRAY & CO. (SAN FRANCISCO CA)
CA
02/10/2015 - 01/29/2016
PRESIDIO MERCHANT PARTNERS LLC (SAN FRANCISCO CA)
BC
Issued 01/16/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/27/2023
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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