Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Morin is an investment advisor representative at Lazard Asset Management LLC. William has been in the industry since 2019. William has passed the Series 7TO, Series 31, and Series 66 exams. William is registered in 52 states and the District of Columbia. William previously worked at CITI PRIVATE ADVISORY, LLC, and CITIGROUP GLOBAL MARKETS INC. Lazard Asset Management LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). Lazard Asset Management LLC manages assets for a variety of clients, including individuals, corporations, investment companies, and government entities. Lazard Asset Management LLC provides portfolio management services to its clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
06/11/2021 - Present
Lazard Asset Management LLC (NEW YORK NY)
CA
10/09/2019 - 04/27/2021
CITI PRIVATE ADVISORY, LLC (San Francisco CA)
CA
08/30/2019 - 04/27/2021
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
BOTH
Issued 09/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 08/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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