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Jacob Kalatizadeh

Houlihan Lokey Capital, Inc.

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About Jacob Kalatizadeh

Jacob Kalatizadeh is a Registered Representative with Houlihan Lokey Capital, Inc. located in New York, New York. Jacob has been in the financial industry for 6 years and is currently registered with FINRA and the state of New York. Jacob holds the SIE, Series 79 and Series 63 securities licenses.

Firm Information

Jacob Kalatizadeh is currently registered with Houlihan Lokey Capital, Inc.. Houlihan Lokey Capital, Inc. is a Corporation formed on January 9, 1996, and is registered in all 50 states and the District of Columbia. The firm has been approved for registration with the Securities and Exchange Commission (SEC).

Not reported

Assets Under Management

Not reported

Total Clients

651

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Jacob Kalatizadeh’s Registration & Firm History

NY

12/13/2017 - Present

Houlihan Lokey Capital, Inc. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/12/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2017

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Kalatizadeh.
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