Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Gerald Dresner is an investment banking professional with over a decade of experience in the industry. He is currently registered with Houlihan Lokey Capital, Inc., a leading investment bank specializing in financial advisory services. Prior to this, Daniel worked at Houlihan Lokey Advisors, LLC, Drake Star Securities LLC, and Stifel, Nicolaus & Company, Incorporated, accumulating a wealth of experience in various aspects of investment banking. His qualifications include passing the Series 63, Series 79 and SIE examinations, demonstrating a strong understanding of securities regulations and investment banking practices. Daniel is also a registered representative in Massachusetts.
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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MA
09/10/2018 - Present
Houlihan Lokey Capital, Inc. (Boston MA)
CA
09/07/2022 - 04/22/2024
HOULIHAN LOKEY ADVISORS, LLC (SAN FRANCISCO CA)
NY
07/20/2016 - 08/17/2018
DRAKE STAR SECURITIES LLC (NEW YORK NY)
NY
09/11/2012 - 07/19/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
BC
Issued 10/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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