Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judd? Claim Your ProfileJudd Aidan Bortz is a registered representative with Houlihan Lokey Capital, Inc. in the state of California. Judd has passed the Series 63, SIE, and Series 79TO exams, allowing them to offer investment banking services. Judd joined Houlihan Lokey Capital, Inc. on August 10th, 2023.
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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CA
08/10/2023 - Present
Houlihan Lokey Capital, Inc. (LOS ANGELES CA)
BC
Issued 08/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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