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Steven Lehrer Location
Orlando, FL, US
Steven Lehrer Work
2020 -now Private Client Advisor @
2014 -2021 Financial Advisor @
2011 -2021 Paraplanner @
2010 -2011 Retirement Specialist @
2010 -2011 Retirement Specialist @
2007 -2010 Financial Advisor @
Steven Lehrer Education
Florida State University
2 Degrees (President of Phi Kappa Psi Fraternity
Member of FSU Club Rugby Team
Member of FSU Club Wrestling Team)
2001-2005
Steven Lehrer Skills
Leadership
Uniform Combined State Law
Financial Advisory
Management
Project Management
Investments
Fixed Annuities
Finance
Retirement
Strategic Planning
Financial Services
Series 7
Retirement Planning
Sales
Uniform Combined State
Steven Lehrer Summary
Steven Lehrer, based in Orlando, FL, US, is currently a Private Client Advisor at J.P. Morgan Wealth Management. Steven Lehrer brings experience from previous roles at Merrill Edge, Ameriprise Financial Services, Inc. and SunTrust Bank. Steven Lehrer holds a 2001 - 2005 2 Degrees in President of Phi Kappa Psi Fraternity
Member of FSU Club Rugby Team
Member of FSU Club Wrestling Team @ Florida State University. With a robust skill set that includes Leadership, Uniform Combined State Law, Financial Advisory, Management, Project Management and more. Steven Lehrer has 2 emails and 2 mobile phone numbers on RocketReach.
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