Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Lerner is a financial advisor with David Lerner Associates, Inc. based in Boca Raton, FL. Richard has been in the industry since October 2006, specializing in helping clients reach their financial goals. Richard holds his Series 7, Series 66, and SIE licenses, and is registered in 16 states.
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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2
FL
07/31/2007 - Present
David Lerner Associates, Inc. (BOCA RATON FL)
NY
10/05/2006 - 07/24/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MITCHEL FIELD NY)
BOTH
Issued 10/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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