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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eli? Claim Your ProfileEli Lerner is a financial advisor currently registered with Choreo, LLC. Eli has a wide range of experience in the financial industry, including previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and BDO Wealth Advisors, LLC. Eli holds a Series 7TO, Series 66, and SIE licenses, and is a Certified Financial Planner. Eli's focus is on providing financial planning and investment management services to individuals, families, and businesses. Eli has experience working with clients of all types, including high-net-worth individuals, families, corporations, and charitable organizations.
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.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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.
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IL
01/22/2025 - Present
Choreo, LLC (ROCKFORD IL)
MD
01/12/2021 - 04/08/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
BOTH
Issued 02/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/26/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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