Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanna? Claim Your ProfileJoanna Yuelys is a registered representative with Lazard Freres & Co. LLC. Joanna has been in the industry since August 15, 2018. Previously, Joanna was employed with Citigroup Global Markets Inc.. Joanna has passed Series 63, Series 7, Series 79 and SIE exams. Joanna is currently registered with the state of New York.
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
01/10/2022 - Present
Lazard Freres & Co. LLC (NEW YORK NY)
NY
07/23/2018 - 12/16/2021
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 08/02/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/22/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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