Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Owen? Claim Your ProfileOwen Baldrica is a financial professional with over 8 years of experience in the industry. He is currently registered with Cascadia Capital, LLC as an investment banking representative and is licensed to sell securities in Washington and South Carolina. His previous experience includes working with Lazard Freres & Co. LLC and Lazard Middle Market LLC in Charlotte, NC, and FBR Capital Markets & CO. in El Segundo, CA. Owen holds the Series 79, Series 63, and SIE licenses.
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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2
WA
07/13/2023 - Present
Cascadia Capital, LLC (SEATTLE WA)
NC
03/31/2022 - 06/17/2023
LAZARD FRERES & CO. LLC (CHARLOTTE NC)
NC
07/12/2017 - 03/31/2022
LAZARD MIDDLE MARKET LLC (CHARLOTTE NC)
CA
05/13/2015 - 05/18/2017
FBR CAPITAL MARKETS & CO. (El Segundo CA)
BC
Issued 06/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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