Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Ross Mahaffey is a financial advisor with Houlihan Lokey Capital, Inc. based in Atlanta, Georgia. William has been in the industry since November 13, 2019. William holds the Series 63, 79TO, and SIE licenses and is registered with FINRA.
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
07/01/2021 - Present
Houlihan Lokey Capital, Inc. (ATLANTA GA)
GA
11/14/2019 - 06/30/2021
DINAN CAPITAL ADVISORS (Atlanta GA)
BC
Issued 12/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure William Mahaffey is the right advisor for you? Invested Better is here to help.
