Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Patz is a financial professional with a strong background in the securities industry. Elizabeth is currently registered with Houlihan Lokey Capital, Inc., a firm with a national presence. Elizabeth has experience with a variety of financial products and services. Elizabeth holds the Series 63, Series 79TO, and SIE licenses, which allow her to provide a range of financial services. Prior to joining Houlihan Lokey Capital, Inc., Elizabeth was registered with Jefferies 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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TX
04/19/2024 - Present
Houlihan Lokey Capital, Inc. (Dallas TX)
NY
08/01/2022 - 04/26/2024
JEFFERIES LLC (NEW YORK NY)
BC
Issued 08/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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