Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Hoffman Klausner is a registered representative at Houlihan Lokey Capital, Inc., located in New York. Daniel has over 20 years of experience in the financial services industry and holds Series 7, 24, 63, 79TO and 7TO licenses. Daniel’s experience includes roles at FTI Capital Advisors, LLC, UBS Securities LLC, Morgan Stanley & Co., Incorporated, Lehman Brothers Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
07/25/2022 - Present
Houlihan Lokey Capital, Inc. (NEW YORK NY)
NY
11/25/2013 - 01/06/2015
FTI CAPITAL ADVISORS, LLC (NEW YORK NY)
NY
06/06/2002 - 12/21/2012
UBS SECURITIES LLC (NEW YORK NY)
NY
02/12/1997 - 12/05/2001
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
03/16/1995 - 03/03/1997
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
09/10/1991 - 02/09/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2011
Series 24 - General Securities Principal Examination
BC
Issued 07/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/27/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/09/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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