Unclaimed
Amber Rae Lehmann is an investment advisor representative with Empower Advisory Group, LLC. Amber has been in the financial services industry since June 2007. Amber has passed the Series 6, 7, 63, and 66 exams, as well as the SIE. Prior to joining Empower Advisory Group, LLC, Amber was employed at J.P. Morgan Securities LLC and TIAA-CREF Individual & Institutional Services, LLC. Amber has experience working with high-net-worth individuals, corporations, and charitable organizations. Amber is registered with the state of Colorado.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
06/17/2019 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
CA
06/01/2015 - 04/12/2019
J.P. MORGAN SECURITIES LLC (PACIFIC GROVE CA)
CO
07/12/2011 - 04/29/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
02/19/2007 - 06/28/2011
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
BOTH
Issued 06/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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