Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Milton Wepman is a registered representative with Houlihan Lokey Capital, Inc. in New York, New York. Joshua has been in the securities industry since 2006 and is currently licensed to sell securities in New York. Joshua has a broad range of experience in the investment banking industry. Before joining Houlihan Lokey, Joshua worked for Jefferies & Company, Inc. and Houlihan Lokey Advisors, LLC.
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
NY
11/17/2021 - Present
Houlihan Lokey Capital, Inc. (NEW YORK NY)
NY
06/11/2008 - 04/19/2024
HOULIHAN LOKEY ADVISORS, LLC (NEW YORK NY)
MA
08/04/2006 - 04/15/2008
JEFFERIES & COMPANY, INC. (WALTHAM MA)
BC
Issued 07/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2016
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 08/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joshua Wepman is the right advisor for you? Invested Better is here to help.
