Unclaimed
Keith Michael Skirbe is a Financial Advisor with Houlihan Lokey Capital, Inc., working from the San Francisco branch office. Keith Michael Skirbe joined Houlihan Lokey Capital, Inc. on November 3, 2022. Keith Michael Skirbe has been in the financial services industry since August 13, 2009. Keith Michael Skirbe has held positions at firms including Momentum Capital Markets, LLC., Financial Telesis Inc., Bridge Street Securities, LLC and Bear, Stearns & Co. Inc.. Keith Michael Skirbe is registered in California as an Investment Advisor Representative. Keith Michael Skirbe is licensed in California as a Securities Agent. Keith Michael Skirbe holds the Series 7, Series 63, Series 79, Series 99 and SIE licenses.
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
CA
11/03/2022 - Present
Houlihan Lokey Capital, Inc. (San Francisco CA)
CA
01/22/2020 - 10/18/2022
MOMENTUM CAPITAL MARKETS, LLC (SAN FRANCISCO CA)
CA
06/09/2015 - 01/19/2018
FINANCIAL TELESIS INC (San Francisco CA)
CA
10/19/2010 - 02/27/2015
BRIDGE STREET SECURITIES, LLC (SAN FRANCISCO CA)
CA
03/22/2010 - 10/21/2010
FINANCIAL TELESIS INC (SAN RAFAEL CA)
CA
01/18/2008 - 06/18/2008
BEAR, STEARNS & CO. INC. (SAN FRANCISCO CA)
NY
09/21/2000 - 06/24/2002
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
12/23/1999 - 09/28/2000
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 03/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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