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Sep 23, 2022 · The sale of unsuitable investments is a violation of FINRA’s Suitability Rule. ... Michael Karp, or other David Lerner brokers with losses in excess of $75,000 may be entitled to compensation ...
Originally started in 1976, David Lerner Associates is a privately-held securities broker/dealer, with clients’ assets of more than $4 billion. From the beginning, the firm has been committed to educating the public about investing opportunities available to them. To that end, the company regularly holds free investment seminars.
In 1975, David Lerner was teaching history and economics at Bayside High School in Queens. A year later he went on to launch David Lerner Associates, a privately-held investment company that from the beginning was dedicated to building and preserving assets for clients. His voice and persona, “Poppy,” have been heard on radio stations ...
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Sep 22, 2022 · The sale of unsuitable investments is a violation of FINRA’s Suitability Rule.” Former and current customers of Russ Kory, Daniel Lerner, Darren Nomberg, Michael Karp, or other David Lerner brokers with losses in excess of $75,000 may be entitled to compensation.
David Lerner Associates, Inc. David Lerner Associates (DLA) is a privately held securities broker/dealer firm. The headquarters is in Syosset, New York, and there are branch offices in Westport, CT; Boca Raton, Florida; Teaneck and Lawrenceville, NJ; and White Plains, NY. Their product offerings include municipal bonds, mutual funds, retirement ...
We believe you should feel comfortable with your investments. Since 1976, we have been meeting our clients face-to-face, and we persist in doing so because it yields significant benefits. Meeting face-to-face allows us to understand your unique financial situation, goals, and risk tolerance in a more comprehensive manner.
David Lerner Associates, Inc. | 1,804 followers on LinkedIn. David Lerner Associates seeks to guide investors toward their goal of achieving their financial objectives. In today’s give and take ...
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related to: david lerner investmentsMeet With A Financial Advisor At A Merrill Lynch Wealth Management Location Near You. Connect With An Advisor To Start A Conversation About Your Future.
