Unclaimed
Matthew Stewart Weinstein is a financial advisor with Lazard Asset Management Securities LLC. Matthew has been in the industry since January 20, 2011 and has a strong background in securities and investments. Matthew holds the Series 3, 7, and 63 licenses, as well as the SIE exam. Matthew has been registered with FINRA since May 17, 2023. Prior to joining Lazard Asset Management Securities LLC, Matthew worked at BlackRock Investments, LLC and Goldman Sachs & Co. LLC.
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
05/17/2023 - Present
Lazard Asset Management Securities LLC (NEW YORK NY)
NY
07/06/2018 - 04/26/2022
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
NY
01/01/2010 - 07/05/2018
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
BC
Issued 04/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2010
Series 3 - National Commodity Futures Examination
BC
Issued 12/28/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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