Unclaimed
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.
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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2
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)
BC
Issued 06/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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