Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Katz is a financial professional with over two years of experience in the financial industry. Daniel is currently registered with Lazard Freres & Co. LLC in New York. Daniel holds Series 79 and SIE licenses and has passed the Uniform Securities Agent State Law Examination. Daniel previously worked at BMO Capital Markets Corp. from 2016 to 2018.
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
07/13/2018 - Present
Lazard Freres & Co. LLC (NEW YORK NY)
NY
08/09/2016 - 07/10/2018
BMO CAPITAL MARKETS CORP. (NEW YORK NY)
BC
Issued 08/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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