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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kjersten? Claim Your ProfileKjersten Carlene Lazar is a financial advisor with over 30 years of experience in the financial services industry. Kjersten Lazar is a Registered Representative of Raymond James & Associates, Inc. and an Investment Advisor Representative of Raymond James Financial Services, Inc. She has a wide range of experience, including working with high-net-worth individuals, corporations, and institutions. Kjersten Lazar is dedicated to providing her clients with personalized financial planning and investment management services. She is committed to helping her clients achieve their financial goals. Kjersten Lazar holds the Series 3, 7, 9, 10, 63, and 65 licenses and is a Certified Financial Planner. Kjersten Lazar is also a member of the Player'e Eye Football Club board of directors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
05/13/2021 - Present
Raymond James & Associates, Inc. (SOMERS NY)
NY
06/07/2005 - 04/12/2007
CITIGROUP GLOBAL MARKETS INC. (MOUNT KISCO NY)
MO
07/01/2003 - 06/07/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
05/26/1993 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/10/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/10/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2002
Series 3 - National Commodity Futures Examination
BC
Issued 05/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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