Unclaimed
Samuel Louis Schultz is a financial professional with experience in investment banking. Samuel holds FINRA Series 79TO, SIE, and Series 63 licenses. Samuel is registered with Perella Weinberg Partners LP and is located in NEW YORK, NY. Prior to joining Perella Weinberg Partners LP, Samuel was employed by Houlihan Lokey Capital, Inc. in NEW YORK, NY.
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
04/05/2022 - Present
Perella Weinberg Partners LP (NEW YORK NY)
NY
08/24/2020 - 03/15/2022
HOULIHAN LOKEY CAPITAL, INC. (NEW YORK NY)
BC
Issued 08/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2020
Series 79TO - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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