Unclaimed
William Olson is a securities professional with over 5 years of experience in the financial services industry. William is currently registered with Lazard Freres & Co. LLC and holds the Series 63, Series 79 and SIE licenses. William was previously registered with Lazard Middle Market LLC and SPP Capital Partners L L C. William's areas of expertise include investment banking.
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
MA
03/31/2022 - Present
Lazard Freres & Co. LLC (BOSTON MA)
NY
09/06/2018 - 03/31/2022
LAZARD MIDDLE MARKET LLC (NEW YORK NY)
NY
08/29/2017 - 10/10/2018
SPP CAPITAL PARTNERS L L C (NEW YORK NY)
BC
Issued 09/15/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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