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Alfred Lerman

Prudential Investment Management Services LLC

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About Alfred Lerman

Alfred Lerman is a financial professional with over 20 years of experience in the industry. Alfred is currently registered with Prudential Investment Management Services LLC. Prior to that, Alfred was employed by Lehman Brothers Inc. and Morgan Stanley & Co., Incorporated. Alfred holds the Series 7 and Series 63 securities licenses.

Firm Information

Alfred Lerman is currently registered with Prudential Investment Management Services LLC. Prudential Investment Management Services LLC is a Limited Liability Company formed on October 9, 1996. It is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

315

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Alfred Lerman’s Registration & Firm History

NJ

04/19/2022 - Present

Prudential Investment Management Services LLC (Newark NJ)

NY

06/21/2007 - 06/05/2008

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

03/26/2001 - 06/20/2007

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/25/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/23/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alfred Lerman.
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