Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Allen Rosen is a financial advisor with Lazard Freres & Co. LLC in NEW YORK, NY. Jeffrey has been in the financial services industry for over 30 years, having started his career at Dresdner Kleinwort Wasserstein, Inc. in 1992. Jeffrey is licensed in New York and holds a Series 7, Series 24, Series 63, and Series 79TO 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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NY
02/04/2002 - Present
Lazard Freres & Co. LLC (NEW YORK NY)
NY
10/16/1992 - 02/19/2002
DRESDNER KLEINWORT WASSERSTEIN, INC. (NEW YORK NY)
BC
Issued 02/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1992
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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