Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karthik? Claim Your ProfileKarthik Raj Dayalan is a financial advisor who has been in the industry since 2007. Karthik currently works at Perella Weinberg Partners LP, a firm that specializes in investment banking. Karthik previously worked at JMP Securities LLC, Rothschild Inc, Houlihan Lokey Capital, Inc, and UBS Securities LLC. Karthik is a registered representative in California and holds a Series 7, Series 24, Series 63, Series 79TO and SIE license.
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
CA
09/15/2022 - Present
Perella Weinberg Partners LP (Los Angeles CA)
CA
05/15/2019 - 08/15/2022
JMP SECURITIES LLC (SAN FRANCISCO CA)
CA
10/02/2018 - 05/20/2019
ROTHSCHILD INC. (LOS ANGELES CA)
CA
01/27/2015 - 06/21/2018
HOULIHAN LOKEY CAPITAL, INC. (LOS ANGELES CA)
NY
05/08/2007 - 12/09/2014
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 05/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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