Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Bernstein is a registered representative with Houlihan Lokey Capital, Inc., based in New York, NY. Jake has been in the industry since February 2022 and holds the Series 63, Series 79TO and SIE licenses. Jake specializes in Investment Banking and is registered to provide investment advice in 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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NY
02/23/2022 - Present
Houlihan Lokey Capital, Inc. (NEW YORK NY)
BC
Issued 03/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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