Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Scott Purdy is a financial professional with a strong background in investment banking. William has passed the Series 79, Series 63, and SIE exams, demonstrating a commitment to professional development. William has been registered with the Financial Industry Regulatory Authority (FINRA) since 2022. William currently holds a registration with Lazard Freres & Co. LLC, a firm with a history of providing investment banking services.
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
06/17/2024 - Present
Lazard Freres & Co. LLC (LOS ANGELES CA)
NY
06/04/2022 - 07/13/2024
HOULIHAN LOKEY CAPITAL, INC. (NEW YORK NY)
BC
Issued 08/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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