Unclaimed
Mark Dolins is a registered representative with Lazard Freres & Co. LLC, a firm based in Boston. Mark has been in the industry since February 17, 2003 and is licensed to sell securities in Massachusetts. Mark has passed the Series 7, Series 24, SIE and Series 79TO examinations. Previously, Mark worked for Cowen and Company in Boston, Massachusetts.
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
MA
08/28/2007 - Present
Lazard Freres & Co. LLC (BOSTON MA)
MA
02/12/2003 - 08/22/2007
COWEN AND COMPANY (BOSTON MA)
NY
02/12/2003 - 04/07/2003
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 06/13/2006
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 02/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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