Unclaimed
William Davidson is a registered representative with Houlihan Lokey Capital, Inc. in Atlanta, GA. William has been in the industry since August 2019 and holds the Series 63, Series 79TO, and SIE licenses. Prior to joining Houlihan Lokey, William was a registered representative with Truist Securities, Inc. in Atlanta, GA.
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
GA
01/28/2021 - Present
Houlihan Lokey Capital, Inc. (ATLANTA GA)
GA
08/12/2019 - 01/14/2021
TRUIST SECURITIES, INC. (ATLANTA GA)
BC
Issued 08/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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