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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 Salo Lerner is a financial advisor with Raymond James & Associates, Inc. David Lerner has been in the financial industry since 1979. David Lerner has been registered with Raymond James & Associates, Inc. since 2007. David Lerner is also registered in Georgia as an investment advisor. David Lerner previously worked for MORGAN STANLEY DW INC. David Lerner has a wide range of experience in the financial services 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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
06/08/2023 - Present
Raymond James & Associates, Inc. (MIAMI FL)
FL
12/06/1979 - 03/19/2007
MORGAN STANLEY DW INC. (MIAMI FL)
IA
Issued 06/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/20/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 12/14/1982
Series 3 - National Commodity Futures Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 11/17/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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