Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Maitland Donald is a financial advisor with over 25 years of experience in the industry. James Donald is currently registered with Lazard Asset Management Securities LLC, a firm headquartered in NEW YORK, NY. James Maitland Donald is also registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in 50 states. Donald previously worked at LAZARD FRERES & CO. LLC from 1997 to 2003. James Maitland Donald holds a Series 63, 65, 7, 2 and SIE license.
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
NY
04/03/2004 - Present
Lazard Asset Management Securities LLC (NEW YORK NY)
NY
01/17/1997 - 01/21/2003
LAZARD FRERES & CO. LLC (NEW YORK NY)
BC
Issued 07/15/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/16/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1992
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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