Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Coffman is a financial professional with over 10 years of experience in the industry. Ian is registered with Houlihan Lokey Capital, Inc. in California. Ian holds the Series 63, Series 79 and SIE licenses. Ian's expertise includes Investment Banking.
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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CA
03/28/2012 - Present
Houlihan Lokey Capital, Inc. (San Francisco CA)
BC
Issued 04/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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