Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Tarbell is a financial professional registered with Houlihan Lokey Capital, Inc. in San Francisco, California. Jeffrey has been in the financial industry for over 20 years, and has passed the Series 7, Series 63, SIE and Series 79TO exams. He is also registered in California and Oregon. Previously, Jeffrey worked at Pacific Crest Securities Inc. in Portland, Oregon, and Houlihan, Lokey, Howard & Zukin Capital in Los Angeles, California.
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
CA
10/18/2005 - Present
Houlihan Lokey Capital, Inc. (San Francisco CA)
OR
07/24/2000 - 04/02/2003
PACIFIC CREST SECURITIES INC. (PORTLAND OR)
CA
11/11/1999 - 05/22/2000
HOULIHAN, LOKEY, HOWARD & ZUKIN CAPITAL (LOS ANGELES CA)
BC
Issued 10/04/2005
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 11/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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