Unclaimed
Preetam Sourish Talukdar is a financial advisor who has been in the industry since June 7, 2018. Preetam is currently registered with Houlihan Lokey Capital, Inc. in New York. Preetam holds the Series 63, SIE, and Series 79 securities licenses. Preetam was previously employed by Canaccord Genuity LLC in New York.
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
06/19/2018 - Present
Houlihan Lokey Capital, Inc. (NEW YORK NY)
NY
06/08/2018 - 07/02/2018
CANACCORD GENUITY LLC (NEW YORK NY)
BC
Issued 07/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Preetam Talukdar is the right advisor for you? Invested Better is here to help.