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Aleksey L

Series 63, Series 66

Bay Harbor, FL

Raymond James Financial

Aleksey Lerner is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for 16 years. Outside of advising, he is a non-working partner of a charter boat business in Brooklyn, New York. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and has a unique affiliation with a municipal advisor to support public finance work.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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