linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Warren Helenberg

Lazard Freres & Co. LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey Warren Helenberg

Jeffrey Warren Helenberg is a financial professional registered with Lazard Freres & Co. LLC. Jeffrey has passed the Securities Industry Essentials Examination (SIE) and the Investment Banking Registered Representative Examination (Series 79TO). Jeffrey currently works at the Houston, TX branch office of Lazard Freres & Co. LLC.

Firm Information

Jeffrey Helenberg is currently registered with Lazard Freres & Co. LLC. Lazard Freres & Co. LLC is a Limited Liability Company formed in May 1995. It is registered in all 50 states and the District of Columbia, as well as with the SEC. The firm has been involved in 14 regulatory events and 2 civil events.

Not reported

Assets Under Management

Not reported

Total Clients

256

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffrey Helenberg’s Registration & Firm History

TX

08/16/2021 - Present

Lazard Freres & Co. LLC (HOUSTON TX)

Not sure if Jeffrey Warren Helenberg is right for you?

Licenses & Designations

BC

Issued 08/16/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 04/21/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Warren Helenberg.
Not sure if Jeffrey Warren Helenberg is right for you?