Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert MacDonald is a financial advisor with Lazard Freres & Co. LLC, a firm with a strong reputation in the financial services industry. Robert has been in the industry since 2021 and holds both FINRA and State registrations, demonstrating a commitment to compliance and professionalism. Robert has a strong educational background with relevant certifications, which may be helpful in advising clients. Robert has experience working with various client types and can provide them with a wide range of services.
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
02/01/2022 - Present
Lazard Freres & Co. LLC (NEW YORK NY)
NY
01/11/2021 - 01/11/2022
PIPER SANDLER & CO. (NEW YORK NY)
BC
Issued 05/08/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Robert MacDonald is the right advisor for you? Invested Better is here to help.
