Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Kliefoth is a financial advisor with Lazard Freres & Co. LLC, a firm based in SAN FRANCISCO, CA. Stephen Kliefoth has been in the industry since 2012. Stephen Kliefoth holds the Series 63, SIE and Series 7 licenses. Before joining Lazard Freres & Co. LLC, Stephen Kliefoth worked at Solebury Capital 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.
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CA
07/31/2018 - Present
Lazard Freres & Co. LLC (SAN FRANCISCO CA)
PA
03/11/2010 - 06/16/2016
SOLEBURY CAPITAL LLC (NEW HOPE PA)
BC
Issued 07/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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