Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Boris? Claim Your ProfileBoris Lerner is a financial advisor who has been in the industry since 2005. Boris is currently registered with Morgan Stanley Distribution, Inc. and is licensed to sell securities in New York. Boris holds a variety of licenses, including Series 3, 7, 24, 63, 86, and 87.
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
NY
08/18/2023 - Present
Morgan Stanley Distribution, Inc. (New York NY)
NY
09/22/2005 - 08/18/2023
MORGAN STANLEY & CO. LLC (NEW YORK NY)
BC
Issued 03/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2008
Series 24 - General Securities Principal Examination
BC
Issued 05/31/2019
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/22/2019
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2007
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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