Unclaimed
Julian Keller is a financial advisor with Houlihan Lokey Capital, Inc. located in New York, NY. Julian has been in the securities industry since 2018 and has been registered with FINRA since October 2022. Julian holds the Series 63, SIE, and Series 79 licenses. Julian has previously worked for Stephens, Drake Star Securities LLC, and William Blair.
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
10/19/2022 - Present
Houlihan Lokey Capital, Inc. (NEW YORK NY)
AR
06/02/2022 - 10/04/2022
STEPHENS (LITTLE ROCK AR)
NY
12/26/2020 - 08/02/2021
DRAKE STAR SECURITIES LLC (NEW YORK NY)
NC
06/30/2018 - 04/07/2020
WILLIAM BLAIR (CHARLOTTE NC)
BC
Issued 08/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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