Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Levine is a financial professional with over 20 years of experience in the industry. He has been with Houlihan Lokey Capital, Inc. since 2013 and is registered to conduct business in Florida, New York, New Jersey, Texas and the District of Columbia. Jeffrey has a broad range of experience in the financial services industry, including investment banking, operations, and securities trading.
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
FL
02/08/2013 - Present
Houlihan Lokey Capital, Inc. (MIAMI FL)
FL
01/05/2004 - 05/02/2013
MILESTONE ADVISORS LLC (AVENTURA FL)
BC
Issued 12/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/26/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional 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 01/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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