Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Keith Weylman is a financial advisor associated with Lazard Asset Management Securities LLC. William has been in the securities industry since 2008. William holds the Series 6, 7, and 63 licenses as well as the SIE exam. William is registered in the following states: Colorado, Connecticut, District of Columbia, Florida, Idaho, Louisiana, Maryland, and Puerto Rico. William was previously employed at PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP and SCUDDER INVESTOR SERVICES, INC.
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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NY
09/05/2024 - Present
Lazard Asset Management Securities LLC (NEW YORK NY)
MA
08/16/2010 - 02/06/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)
NY
01/31/1994 - 08/26/1996
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BC
Issued 12/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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