Unclaimed
Gerrit Bernd Merrem is a financial advisor at Lazard Asset Management Securities LLC. Gerrit has been in the industry since 2015 and is licensed to provide investment advice in all 50 states. Gerrit holds the Series 7, Series 31, and Series 63 licenses as well as the SIE exam. Gerrit previously worked at AMUNDI DISTRIBUTOR US, INC. and REALTY CAPITAL SECURITIES, 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.
1
2
NY
03/21/2024 - Present
Lazard Asset Management Securities LLC (NEW YORK NY)
FL
01/11/2016 - 03/08/2024
AMUNDI DISTRIBUTOR US, INC. (MIAMI FL)
MA
05/20/2015 - 12/04/2015
REALTY CAPITAL SECURITIES, LLC (BOSTON MA)
BC
Issued 06/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2024
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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