Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun Craig Lehrer is a financial advisor with over 18 years of experience in the financial services industry. Shaun has held various roles at prominent firms such as Credit Suisse Securities (USA) LLC, NFP Securities, Inc., Hapoalim Securities USA, Inc., and Morgan Stanley. Shaun is currently registered with J.P. Morgan Securities LLC and holds a Series 3, 7, 9, 10, 55, 63, and 66 license. Shaun provides financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NJ
06/14/2024 - Present
J.p. Morgan Securities LLC (Morristown NJ)
NJ
07/05/2011 - 06/14/2024
MORGAN STANLEY (Short Hills NJ)
NY
02/01/2010 - 06/15/2011
HAPOALIM SECURITIES USA, INC. (NEW YORK NY)
NY
07/08/2009 - 02/02/2010
NFP SECURITIES, INC. (NEW YORK NY)
NY
09/24/2004 - 03/31/2008
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BOTH
Issued 02/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/24/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/06/2004
Series 3 - National Commodity Futures Examination
BC
Issued 09/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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