Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Paul Goldasich is a financial advisor with Lazard Freres & Co. LLC based in Charlotte, NC. John has been in the financial services industry since April 13, 2010 and is licensed to provide financial advice in North Carolina. John holds several securities licenses including Series 79TO, Series 62, and Series 63.
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
NC
07/22/2022 - Present
Lazard Freres & Co. LLC (CHARLOTTE NC)
AL
06/04/2020 - 06/03/2022
ARLINGTON CAPITAL SERVICES, LLC (Birmingham AL)
AL
05/29/2013 - 07/10/2020
M&A SECURITIES GROUP, INC. (BIRMINGHAM AL)
AL
02/24/2010 - 06/10/2013
BURCH & COMPANY, INC (BIRMINGHAM AL)
BC
Issued 03/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2023
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 02/23/2010
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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