Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Berkman is an investment banking representative who is registered with Houlihan Lokey Capital, Inc. in New York. Zachary is licensed to sell securities in New York. Zachary's Series 79TO exam indicates that he specializes in the investment banking industry. Zachary has a strong background in the financial industry having previously been registered with Houlihan Lokey Advisors, LLC.
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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NY
12/06/2021 - Present
Houlihan Lokey Capital, Inc. (NEW YORK NY)
NY
09/08/2021 - 04/19/2024
HOULIHAN LOKEY ADVISORS, LLC (NEW YORK NY)
BC
Issued 08/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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