Unclaimed
Daniel Klodor is a financial advisor who is currently registered with Lazard Freres & Co. LLC. Daniel has been in the financial industry since 2015 and has worked at both Lancaster Pollard & Co., LLC and Lazard Middle Market LLC. Daniel holds a Series 79, Series 52, Series 63, and SIE licenses. Daniel is registered in Illinois.
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
IL
03/31/2022 - Present
Lazard Freres & Co. LLC (CHICAGO IL)
IL
08/13/2021 - 03/31/2022
LAZARD MIDDLE MARKET LLC (CHICAGO IL)
NY
04/04/2017 - 10/08/2018
LAZARD MIDDLE MARKET LLC (NEW YORK NY)
OH
08/21/2015 - 02/16/2017
LANCASTER POLLARD & CO., LLC (COLUMBUS OH)
BC
Issued 06/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2015
Series 52 - Municipal Securities Representative Examination
BC
Issued 08/21/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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