Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Enrique? Claim Your ProfileEnrique Lerner is a financial advisor with over 20 years of experience in the industry. Enrique is registered with Morgan Stanley and is a registered representative of the firm. Enrique has a strong background in investment management and financial planning. Enrique has passed several industry exams including Series 66, Series 7 and Series 31 and is licensed in several states. Previously Enrique was registered with UBS Financial Services Inc., Morgan Stanley DW Inc. and Morgan Stanley & Co. Incorporated. Enrique has a broad range of experience and is able to provide a variety of services to clients.
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
MO
08/10/2009 - Present
Morgan Stanley (Clayton MO)
MO
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ST. LOUIS MO)
MO
09/02/2005 - 04/02/2007
MORGAN STANLEY DW INC. (ST. LOUIS MO)
NJ
10/24/2003 - 10/05/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 11/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 10/23/2003
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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