Unclaimed
Matthew Albert is a financial advisor with Houlihan Lokey Capital, Inc. Matthew is registered with the state of California and holds the Series 7TO, Series 66 and SIE licenses. Matthew has been in the industry since June 26, 2024.
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
08/23/2024 - Present
Houlihan Lokey Capital, Inc. (San Francisco CA)
CA
06/27/2024 - 09/03/2024
J.P. MORGAN SECURITIES LLC (San Francisco CA)
BOTH
Issued 07/24/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/11/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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