Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alec? Claim Your ProfileAlec Lehrer is a financial advisor with over 18 years of experience in the financial services industry. Alec is currently registered with Stifel, Nicolaus & Company, Inc. Alec's previous employers include George K. Baum & Company, GE Capital Markets, Inc., and Genworth Financial Securities Corporation. Alec has a wide range of experience, including providing financial planning, portfolio management for businesses and individuals, and pension consulting. Alec is also a registered representative and holds Series 7, 24, 50, 52TO, and 63 licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
09/27/2019 - Present
Stifel, Nicolaus & Company, Inc. (MORRISTOWN NJ)
CO
03/20/2007 - 09/27/2019
GEORGE K. BAUM & COMPANY (DENVER CO)
NY
01/03/2007 - 03/09/2007
GE CAPITAL MARKETS, INC. (NEW YORK NY)
IL
05/12/2004 - 12/31/2006
GENWORTH FINANCIAL SECURITIES CORPORATION (SCHAUMBURG IL)
BC
Issued 11/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 05/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Alec Lehrer is the right advisor for you? Invested Better is here to help.
