Unclaimed
Jesus Armando Espinoza is a financial advisor registered with Lincoln International LLC and holds Series 63, SIE and Series 79 licenses. Jesus has been in the financial services industry since 2012 and is licensed in California, Illinois, New York, and Texas. Previously, Jesus worked at Oppenheimer & Co. Inc. and Houlihan Lokey Capital, Inc..
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.
1
2
CA
07/11/2018 - Present
Lincoln International LLC (San Francisco CA)
CA
07/16/2013 - 06/29/2018
OPPENHEIMER & CO. INC. (SAN FRANCISCO CA)
CA
09/13/2012 - 07/03/2013
HOULIHAN LOKEY CAPITAL, INC. (SAN FRANCISCO CA)
BC
Issued 08/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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