Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lerner is a financial advisor with Principal Securities, Inc. David has been in the financial industry since November 12, 2014. David holds a Series 6, 63, and 65 licenses. David is registered in 20 states and is active in both Broker-Dealer and Investment Advisor capacities. David works with individuals, high-net-worth individuals, corporations, and charitable organizations. David provides financial planning, portfolio management, pension consulting and educational seminars. In addition to Principal Securities, Inc., David is also a part-time job at Southeastern Trees, sells fixed life, health and disability insurance, and manages a real estate investment LLC.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
FL
06/18/2021 - Present
Principal Securities, Inc. (NEWBERRY FL)
IA
Issued 10/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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