Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terence? Claim Your ProfileTerence Tchen is a financial advisor with Houlihan Lokey Capital, Inc. Terence has been in the financial services industry since June 5, 1997. He is licensed in California and has a strong track record in investment banking. Terence has passed several industry exams including the Series 7, Series 24, and Series 79TO. He is dedicated to providing his clients with comprehensive financial advice and guidance to help them achieve their financial goals.
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.
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2
CA
06/06/1997 - Present
Houlihan Lokey Capital, Inc. (LOS ANGELES CA)
BC
Issued 07/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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