Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lerner is a financial professional with over 25 years of experience in the industry. Currently, William is registered with CBRE Capital Advisors, Inc. in Nevada. He is a Series 7 and Series 66 licensed professional. William has also held previous positions with CBRE Securities, LLC, Deutsche Bank Securities Inc., Prudential Equity Group, LLC, and Deutsche Morgan Grenfell Inc. William is a highly experienced advisor with a proven track record of success in the financial services industry.
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
NV
01/24/2024 - Present
Cbre Capital Advisors, Inc. (Las Vegas NV)
NV
06/16/2010 - 01/02/2024
CBRE SECURITIES, LLC (LAS VEGAS NV)
NV
06/08/2006 - 04/21/2009
DEUTSCHE BANK SECURITIES INC. (LAS VEGAS NV)
NY
06/25/1998 - 05/25/2006
PRUDENTIAL EQUITY GROUP, LLC (NEW YORK NY)
NY
12/20/1996 - 03/23/1998
DEUTSCHE MORGAN GRENFELL INC. (NEW YORK NY)
BOTH
Issued 08/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/22/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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