Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erica? Claim Your ProfileErica Sun is a financial professional with experience in the investment banking industry. Erica has worked at Houlihan Lokey Capital, Inc. and Duff & Phelps Securities LLC. Erica is currently registered with Lazard Freres & Co. LLC. Erica is licensed in the State of New York.
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
06/20/2023 - Present
Lazard Freres & Co. LLC (NEW YORK NY)
CA
11/19/2020 - 06/29/2023
HOULIHAN LOKEY CAPITAL, INC. (LOS ANGELES CA)
CA
11/18/2019 - 11/13/2020
DUFF & PHELPS SECURITIES LLC (LOS ANGELES CA)
BC
Issued 12/23/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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