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Eric William Lerner

Nationwide Planning Associates Inc.

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About Eric William Lerner

Eric Lerner is a registered representative and investment advisor representative with Nationwide Planning Associates Inc. Eric has been in the securities industry since February 8, 1990. Eric holds Series 6, 7 and 63 licenses and the SIE exam. Eric is registered with the states of Florida, Georgia, New York and Texas. Previously, Eric was registered with Royal Alliance Associates, Inc., North Ridge Securities Corp., Vanderbilt Securities, LLC, North Ridge Securities Corp. and Equity Services, Inc.

Firm Information

Eric Lerner is currently registered with Nationwide Planning Associates Inc.. Nationwide Planning Associates Inc. is a corporation formed in 1992. It is registered in 48 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Eric Lerner’s Registration & Firm History

NY

11/01/2016 - Present

Nationwide Planning Associates Inc. (Merrick NY)

NY

06/02/2011 - 11/02/2016

ROYAL ALLIANCE ASSOCIATES, INC. (MERRICK NY)

NY

11/05/2004 - 06/01/2011

NORTH RIDGE SECURITIES CORP. (JERICHO NY)

NY

01/20/2003 - 11/10/2004

VANDERBILT SECURITIES, LLC (WOODBURY NY)

NY

04/26/1995 - 01/17/2003

NORTH RIDGE SECURITIES CORP. (MELVILLE NY)

VT

03/05/1991 - 04/17/1995

EQUITY SERVICES, INC. (MONTPELIER VT)

VA

08/23/1990 - 11/15/1990

GNA SECURITIES, INC. (GLEN ALLEN VA)

NA

07/21/1989 - 05/30/1990

FAITOS & COMPANY, INC.

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Licenses & Designations

BC

Issued 01/18/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2000

Series 7 - General Securities Representative Examination

BC

Issued 01/16/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Eric William Lerner. Review regulatory record here.
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