Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Lerner is a financial advisor with over 30 years of experience in the industry. Scott has been registered with Morgan Stanley since June 2009. Prior to joining Morgan Stanley, Scott worked for Morgan Stanley DW Inc. and Citigroup Global Markets Inc. Scott has a broad range of experience in providing financial advice and services to a diverse clientele, including high-net-worth individuals, corporations, and institutions. Scott is a licensed and registered investment advisor in multiple states, and he holds the Series 7, Series 63, and Series 65 licenses. In addition to his financial advisory work, Scott is also a musician who performs regularly in the area.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
03/04/2011 - Present
Morgan Stanley (Marlton NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (VOORHEES NJ)
NJ
08/18/2006 - 04/02/2007
MORGAN STANLEY DW INC. (VOORHEES NJ)
NJ
12/07/1993 - 08/25/2006
CITIGROUP GLOBAL MARKETS INC. (MT. LAUREL NJ)
IA
Issued 09/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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