Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan David Weiss is a financial professional with over 5 years of experience in the industry. Nathan currently works at Lazard Freres & Co. LLC, where they have been since June 2021. Previously, Nathan worked at BOFA SECURITIES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Nathan holds the Series 63, SIE and Series 79 licenses. They are registered in New York.
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.
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NY
06/10/2021 - Present
Lazard Freres & Co. LLC (NEW YORK NY)
NY
05/10/2019 - 04/28/2021
BOFA SECURITIES, INC. (NEW YORK NY)
NY
12/20/2017 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 01/09/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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