Invested Better
Unclaimed

Unclaimed

Unclaimed

Mark George Pereira

Lazard Asset Management Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mark? Claim Your Profile

About Mark George Pereira

Mark George Pereira is a financial advisor with Lazard Asset Management Securities LLC. Mark has over 20 years of experience in the financial services industry and holds the Series 66, Series 7, and SIE licenses. Prior to joining Lazard Asset Management Securities LLC, Mark worked at Lord Abbett Distributor LLC, Goldman, Sachs & Co., Fred Alger & Company, Incorporated, and American Express Financial Advisors Inc.

Firm Information

Mark Pereira is currently registered with Lazard Asset Management Securities LLC. Lazard Asset Management Securities LLC is a Limited Liability Company formed in May 2003. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

131

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mark Pereira’s Registration & Firm History

NY

04/04/2022 - Present

Lazard Asset Management Securities LLC (NEW YORK NY)

NJ

04/05/2017 - 04/05/2022

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

NY

04/21/2004 - 02/22/2012

GOLDMAN, SACHS & CO. (NEW YORK NY)

NY

05/17/2001 - 12/13/2004

FRED ALGER & COMPANY, INCORPORATED (NEW YORK NY)

MN

05/10/2000 - 12/12/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

05/10/2000 - 12/12/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Mark George Pereira is right for you?

Licenses & Designations

BOTH

Issued 07/18/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark George Pereira.
Not sure if Mark George Pereira is right for you?