Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Caldwell is a financial advisor with Lazard Freres & Co. LLC, a firm with a long history of providing investment banking services. He is registered with FINRA and the state of New York. Zachary has been in the securities industry since 2018 and has passed the Series 79TO, SIE, and Series 63 exams. Previously, Zachary worked at Lazard Middle Market LLC.
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
03/31/2022 - Present
Lazard Freres & Co. LLC (NEW YORK NY)
NY
01/01/2019 - 03/31/2022
LAZARD MIDDLE MARKET LLC (NEW YORK NY)
BC
Issued 02/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2018
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/27/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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