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Erika Valeria Santos

David Lerner Associates, Inc.

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About Erika Valeria Santos

Erika Valeria Santos is a registered principal at David Lerner Associates, Inc.. She is also a registered representative with FINRA. Previously, Erika Valeria Santos was employed by INDEPENDENT BROKERAGE SOLUTIONS LLC.

Firm Information

Erika Santos is currently registered with David Lerner Associates, Inc.. David Lerner Associates, Inc. is a Corporation that was formed on November 6, 1975. The firm is registered with the Securities and Exchange Commission (SEC) and is approved in all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

100

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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Erika Santos’s Registration & Firm History

NY

12/14/2020 - Present

David Lerner Associates, Inc. (SYOSSET NY)

NY

10/30/2019 - 12/01/2020

INDEPENDENT BROKERAGE SOLUTIONS LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/30/2019

Series 27 - Financial and Operations Principal Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erika Valeria Santos.
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