Unclaimed
Taylor Charles Bommarito is a financial advisor with Houlihan Lokey Capital, Inc. located in Los Angeles, CA. Taylor has been in the financial services industry for over 2 years. Taylor has passed the Series 7, Series 66 and Series 79TO exams. Taylor is licensed to sell securities in California. Prior to joining Houlihan Lokey Capital, Inc., Taylor worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chicago, IL.
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
07/20/2022 - Present
Houlihan Lokey Capital, Inc. (LOS ANGELES CA)
IL
10/08/2021 - 06/20/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
BOTH
Issued 11/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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