Unclaimed
Michele Donnelly is a financial professional with over 10 years of experience in the financial services industry. Michele is currently registered with Lazard Asset Management Securities LLC and holds a Series 7, Series 31, Series 63 and SIE license. Michele is licensed to provide financial services in all 50 states and the District of Columbia.
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
12/22/2018 - Present
Lazard Asset Management Securities LLC (NEW YORK NY)
BC
Issued 12/12/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 12/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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