Unclaimed
John Henry Truett is a financial professional with experience in the investment banking industry. John has a strong foundation in the securities industry, having passed the Series 7, Series 63 and Series 79TO exams. John is registered with Houlihan Lokey Capital, Inc. in Texas. John is currently employed by Houlihan Lokey Capital, Inc. and is located at the Dallas, TX branch office.
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
TX
04/25/2024 - Present
Houlihan Lokey Capital, Inc. (Dallas TX)
BC
Issued 03/22/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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