Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candice? Claim Your ProfileCandice Lozier is a financial professional with over 16 years of experience in the securities industry. Candice is a registered representative with David Lerner Associates, Inc. and holds Series 7, 24, and 63 licenses. Candice is a Series 7, 24, and 63 licensed financial professional with David Lerner Associates, Inc. Her primary business address is in Syosset, NY. Candice has been a member of the financial services industry since 2006.
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.
1
2
NY
05/16/2006 - Present
David Lerner Associates, Inc. (SYOSSET NY)
BC
Issued 08/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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