Unclaimed
Reese Davis is a financial professional with experience in the investment banking industry. Reese has passed the Series 79TO, Series 63 and SIE exams. Reese is currently registered with Houlihan Lokey Capital, Inc. in Texas. Previously Reese worked at PERELLA WEINBERG PARTNERS LP and JEFFERIES LLC.
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
TX
12/08/2021 - Present
Houlihan Lokey Capital, Inc. (Dallas TX)
NY
09/15/2020 - 11/18/2021
PERELLA WEINBERG PARTNERS LP (NEW YORK NY)
TX
07/15/2019 - 09/25/2020
JEFFERIES LLC (HOUSTON TX)
BC
Issued 07/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/31/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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