Rebecca A. Lerner,  CFP<sup>&reg;</sup> - Financial Advisor

Rebecca A. Lerner, CFP®

CRPC

Vice President

Merrill Lynch

225 Liberty Street, 40th Floor
New York, NY 10281
(212) 236-5583

General

Rebecca Lerner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Merrill Lynch in New York, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Merrill Lynch/Bank of America

Broker-Dealer Disclaimer


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