Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marshall? Claim Your ProfileMarshall Ira Senk is a financial advisor with Houlihan Lokey Capital, Inc., located in San Francisco, California. Marshall has over 15 years of experience in the financial services industry and is registered to conduct business in California. Marshall has held previous positions with firms such as Compass Point Research & Trading, LLC, Rosenblatt Securities Inc., Northland Securities, Inc., Woodside Capital Securities LLC, FleetBoston Robertson Stephens Inc., BancAmerica Robertson Stephens, and Robertson, Stephens & Company LLC. Marshall holds the Series 7, 79TO, 86, 87, and SIE licenses as well as the Series 63 and Series 24 registrations.
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
11/17/2021 - Present
Houlihan Lokey Capital, Inc. (San Francisco CA)
CA
08/03/2020 - 04/22/2024
HOULIHAN LOKEY ADVISORS, LLC (SAN FRANCISCO CA)
DC
04/30/2019 - 03/17/2020
COMPASS POINT RESEARCH & TRADING, LLC (WASHINGTON DC)
NY
07/11/2016 - 04/26/2019
ROSENBLATT SECURITIES INC. (NEW YORK NY)
MN
11/16/2015 - 07/11/2016
NORTHLAND SECURITIES, INC. (MINNEAPOLIS MN)
CA
05/04/2012 - 12/15/2015
WOODSIDE CAPITAL SECURITIES LLC (PALO ALTO CA)
CA
09/01/1998 - 07/10/2000
FLEETBOSTON ROBERTSON STEPHENS INC. (SAN FRANCISCO CA)
CA
10/01/1997 - 09/01/1998
BANCAMERICA ROBERTSON STEPHENS (SAN FRANCISCO CA)
CA
08/28/1995 - 10/01/1997
ROBERTSON, STEPHENS & COMPANY LLC (SAN FRANCISCO CA)
BC
Issued 03/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2017
Series 24 - General Securities Principal Examination
BC
Issued 09/27/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2016
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/14/2012
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 05/03/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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