Unclaimed
Samuel Berkun is an investment professional with experience in the securities industry. Samuel holds the Series 79TO, Series 63 and SIE licenses, and is registered with the state of New York. Samuel is currently employed by Houlihan Lokey Capital, Inc. in New York, 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
09/07/2022 - Present
Houlihan Lokey Capital, Inc. (NEW YORK NY)
CT
01/01/2022 - 07/19/2022
THE BANK STREET GROUP L.L.C. (STAMFORD CT)
BC
Issued 04/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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