Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Alexandria Lehman is a financial advisor at J.P. Morgan Securities LLC. Danielle has been in the financial services industry for over 10 years and holds Series 6, 7, 63, and 66 securities licenses. Danielle has a strong background in providing financial planning and portfolio management services to individuals, businesses, and institutional clients. Danielle is committed to helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
TX
12/05/2016 - Present
J.p. Morgan Securities LLC (DALLAS TX)
TX
10/31/2014 - 10/10/2016
TD AMERITRADE, INC. (FORT WORTH TX)
TX
04/15/2013 - 06/11/2014
FIDELITY BROKERAGE SERVICES LLC (SOUTHLAKE TX)
TX
11/01/2012 - 03/27/2013
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
KY
12/09/2009 - 03/07/2011
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 04/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/08/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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