Unclaimed
Kevin Chi is a registered representative at Lazard Freres & Co. LLC and has been in the industry since 2018. Kevin holds the Series 63, SIE, and Series 79 licenses. Kevin was previously employed at Citigroup Global Markets Inc. and has a state registration in 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.
1
2
NY
01/10/2024 - Present
Lazard Freres & Co. LLC (NEW YORK NY)
NY
08/28/2018 - 12/21/2023
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 08/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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