Unclaimed
Theresa Bell is a securities professional with over 20 years of experience. Theresa has been with Lazard Asset Management Securities LLC since 10/25/2016, serving as a General Securities Representative. Theresa has previously held roles at CommonFund Securities, Inc., LINKS SECURITIES LLC, and Farrell Marsh & Co. Theresa is registered with FINRA and holds the Series 7 and Series 63 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.
1
2
NY
10/25/2016 - Present
Lazard Asset Management Securities LLC (NEW YORK NY)
CT
10/07/2002 - 08/21/2015
COMMONFUND SECURITIES, INC. (WILTON CT)
NY
10/22/2001 - 06/13/2002
LINKS SECURITIES LLC (NEW YORK NY)
PA
09/13/1995 - 01/04/2001
FARRELL MARSH & CO. (KING OF PRUSSIA PA)
BC
Issued 08/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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