Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel O'Donnell is a financial professional who is registered in Texas with Houlihan Lokey Capital, Inc., a firm that is not registered as an investment adviser. Daniel has been in the industry since March 19, 2008, and holds the Series 63, Series 7, Series 79TO and SIE licenses. Daniel's previous employment includes Houlihan Lokey Advisors, 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.
1
2
TX
03/20/2008 - Present
Houlihan Lokey Capital, Inc. (Dallas TX)
CA
05/10/2022 - 04/19/2024
HOULIHAN LOKEY ADVISORS, LLC (SAN FRANCISCO CA)
BC
Issued 02/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel O'Donnell is the right advisor for you? Invested Better is here to help.
