Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Henry Scholtz is a financial advisor with over 12 years of experience in the industry. Jeffrey currently holds registrations with Houlihan Lokey Capital, Inc. and Triago. Jeffrey has been a registered representative with Houlihan Lokey Capital, Inc. since May 23, 2024, and with Triago since March 9, 2022. Prior to these positions, Jeffrey held a position at STIFEL, NICOLAUS & COMPANY, INCORPORATED, and BARCLAYS CAPITAL INC. Jeffrey is licensed in 46 states.
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
NY
05/23/2024 - Present
Houlihan Lokey Capital, Inc. (NEW YORK NY)
NY
12/04/2015 - 03/08/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
NY
05/19/2011 - 12/04/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
BOTH
Issued 09/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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