STEVEN LERMAN, CFP®, CRPC®, ADPA®

Financial Advisor

First Vice President - Investments

Address: 74245 HIGHWAY 111, SUITE 203 , PALM DESERT , CA 92260
Call: 760-836-3890 | 800-345-2347 Fax: 760-340-5115
Email: steven.lerman@wellsfargoadvisors.com Compose mail in a new window

My Background

My Associate(s): Karissa Fortna, Client Associate

My Experience

2008 - Current : Wells Fargo Advisors, Financial Advisor
2003 - 2007 : Tekelec/VocalData, Director
2001 - 2003 : GoBeam, Director
1997 - 2001 : SBC/Pacific Bell, Director
1991 - 1997 : Bell Communications Research, Sr. Consultant

My Education & Credentials

BS/Electrical Engineering - Purdue University
MS/Information Networking - Carnegie Mellon University

My Areas of Focus

Securities Registered in the following states: AR, CA, CO, FL, HI, IL, MN, NC, NV, NY, OK, OR, TN, TX, VA, WA, WI, WY
Insurance licensed in the following states: CA (Lic. # 0G13329) Resident State: CA
STEVEN LERMAN: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: California : PALM DESERT Branch