Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Fanning is a financial advisor with Houlihan Lokey Capital, Inc. William has been in the industry since 2012 and holds the Series 63, SIE and Series 79 licenses. William's firm is headquartered in Boston, MA and has a branch office in Boston, MA. William is registered in Massachusetts. Prior to joining Houlihan Lokey Capital, Inc. William worked at MVP CAPITAL ADVISORS, LLC and FINANCIAL TELESIS INC.
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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MA
09/11/2020 - Present
Houlihan Lokey Capital, Inc. (Boston MA)
MA
11/02/2017 - 08/31/2020
MVP CAPITAL ADVISORS, LLC (Dedham MA)
MA
04/30/2012 - 11/01/2017
FINANCIAL TELESIS INC (DEDHAM MA)
BC
Issued 06/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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