Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Evan Stern is a financial advisor with over 20 years of experience in the industry. Jeffrey is currently registered with Houlihan Lokey Capital, Inc., a firm based in Chicago, Illinois. Jeffrey has held a Series 7, Series 63 and Series 79TO. Previously, Jeffrey was with William Blair & Company L.L.C. in Chicago, Illinois.
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
IL
10/11/2002 - Present
Houlihan Lokey Capital, Inc. (CHICAGO IL)
IL
08/15/2000 - 12/11/2001
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
BC
Issued 08/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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