Unclaimed
Annie Li is a financial professional with Lazard Freres & Co. LLC. Annie holds the Series 79TO and SIE exams, and has been in the industry since August 13, 2024. Annie joined Lazard Freres & Co. LLC on August 14, 2024. The Lazard Freres & Co. LLC branch office Annie works in is located in New York, New York.
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
08/14/2024 - Present
Lazard Freres & Co. LLC (NEW YORK NY)
BC
Issued 08/14/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/19/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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