Unclaimed
Joseph Cassanelli is a financial professional with over 20 years of experience in the industry. Joseph is currently registered with Lazard Freres & Co. LLC and holds the Series 7, Series 24, SIE, and Series 79TO licenses. Joseph has been with Lazard Freres & Co. LLC since 2003.
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
NY
04/21/2003 - Present
Lazard Freres & Co. LLC (NEW YORK NY)
BC
Issued 03/19/2012
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 04/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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