Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Lerner is a registered representative with TD Securities (usa) LLC. Max has been in the securities industry since 2018. Max holds the Series 63, Series 79, and SIE exams. Max is licensed in New York.
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.
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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NY
09/15/2018 - Present
TD Securities (usa) LLC (NEW YORK NY)
BC
Issued 05/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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