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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid John Lehrer is a financial advisor with over 40 years of experience in the industry. He is currently registered with Morgan Stanley and has been with the firm since 2009. David holds the Series 3, 5, 7, 31, and 63 licenses as well as the Series 65. Prior to joining Morgan Stanley, David was with Piper Jaffray & Co. for 18 years. David has a broad range of experience in the financial services industry and is committed to providing clients with personalized advice. He is a member of the Financial Industry Regulatory Authority (FINRA) and has a strong reputation in the industry.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WI
06/01/2009 - Present
Morgan Stanley (Middleton WI)
WI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MADISON WI)
WI
06/16/2006 - 04/02/2007
MORGAN STANLEY DW INC. (MADISON WI)
WI
02/12/1988 - 06/23/2006
PIPER JAFFRAY & CO. (MADISON WI)
NA
04/19/1984 - 02/23/1988
PAINEWEBBER INCORPORATED
NA
11/17/1981 - 04/19/1984
PIPER, JAFFRAY & HOPWOOD INCORPORATED
IA
Issued 05/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 01/25/1984
Series 3 - National Commodity Futures Examination
BC
Issued 04/26/1983
Series 5 - Interest Rate Options Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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