Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Michael Dorst is a financial professional with over 25 years of experience in the industry. He is currently registered with Houlihan Lokey Capital, Inc. in New York, NY. Prior to joining Houlihan Lokey, Jeffrey worked at UBS Securities LLC, Credit Suisse First Boston LLC, Donaldson, Lufkin & Jenrette Securities Corporation, and Smith Barney Inc. Jeffrey holds several licenses and certifications, including Series 7, 63, 24, and SIE.
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
08/25/2009 - Present
Houlihan Lokey Capital, Inc. (NEW YORK NY)
NY
04/28/2009 - 07/09/2009
UBS SECURITIES LLC (NEW YORK NY)
CT
07/29/2003 - 10/29/2008
UBS SECURITIES LLC (STAMFORD CT)
NY
10/16/2000 - 08/01/2003
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
12/09/1997 - 10/16/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
04/01/1997 - 12/09/1997
SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 06/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2022
Series 24 - General Securities Principal 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 03/31/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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