Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Whitehead is a registered representative with Houlihan Lokey Capital, Inc. Jake has passed the Series 63, Series 7, Series 79, and SIE exams. Jake has a current registration in the state of New York. Jake has been in the securities industry since August 2022. Jake's registration began with Houlihan Lokey Capital, Inc. on August 8, 2022. Jake is based in New York, NY.
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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NY
08/08/2022 - Present
Houlihan Lokey Capital, Inc. (NEW YORK NY)
BC
Issued 08/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/08/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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