Unclaimed
David Lazarek is a financial professional with a strong background in investment banking and securities. David holds Series 79, Series 82, and SIE licenses, and is registered in 37 states. David joined KPMG Corporate Finance LLC in December 2015 and is located in the Baltimore office.
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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2
MD
12/10/2015 - Present
Kpmg Corporate Finance LLC (BALTIMORE MD)
BC
Issued 02/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2016
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 12/10/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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