Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Lehrer is a financial advisor with over 15 years of experience in the financial services industry. Steven is currently registered with J.P. Morgan Securities LLC. Steven has previously worked for firms such as Merrill Lynch, Chase Investment Services Corp., Ameriprise Financial Services, Inc. and SunTrust Investment Services, Inc. Steven holds Series 66, SIE and Series 7 licenses. Steven is registered in 14 states and specializes in providing financial advice to individuals, corporations and other businesses, high-net-worth individuals, pension and profit sharing plans, and charitable organizations.
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
FL
08/26/2020 - Present
J.p. Morgan Securities LLC (WINTER PARK FL)
FL
09/11/2014 - 09/03/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WINDERMERE FL)
FL
10/01/2012 - 09/10/2014
J.P. MORGAN SECURITIES LLC (ORLANDO FL)
FL
07/18/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ORLANDO FL)
FL
10/07/2011 - 06/18/2012
AMERIPRISE FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
11/03/2010 - 09/27/2011
SUNTRUST INVESTMENT SERVICES, INC. (ORLANDO FL)
FL
12/11/2007 - 10/14/2010
AMERIPRISE FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
11/09/2006 - 10/30/2007
AMERIPRISE FINANCIAL SERVICES, INC. (ORLANDO FL)
BOTH
Issued 12/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2006
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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