Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lerner is a financial professional with over 45 years of experience in the financial services industry. Jeffrey is currently registered with Osaic Wealth, Inc. and holds a Series 7, Series 63 and SIE licenses. Jeffrey has previously been employed by firms including SAGEPOINT FINANCIAL, INC., MML INVESTORS SERVICES, LLC, MSI FINANCIAL SERVICES, INC., WELLS FARGO ADVISORS, LLC, PRUDENTIAL SECURITIES INCORPORATED, PAINEWEBBER INCORPORATED, KIDDER, PEABODY & CO. INCORPORATED, and J. B. HANAUER & CO..
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.
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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2
MA
09/01/2023 - Present
Osaic Wealth, Inc. (SUDBURY MA)
MA
12/14/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SUDBURY MA)
FL
03/25/2017 - 12/19/2017
MML INVESTORS SERVICES, LLC (BOCA RATON FL)
FL
08/22/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BOCA RATON FL)
FL
07/01/2003 - 08/26/2014
WELLS FARGO ADVISORS, LLC (BOCA RATON FL)
NY
04/10/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
01/28/1995 - 04/12/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
01/25/1994 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NJ
02/23/1990 - 01/12/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
09/15/1986 - 04/30/1990
PRUDENTIAL-BACHE CAPITAL FUNDING PUERTO RICO INC.
NY
06/17/1982 - 03/13/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
01/02/1976 - 05/26/1982
J. B. HANAUER & CO.
BC
Issued 10/04/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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