Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lehman is a financial advisor at Ameriprise Financial Services, LLC. He has been in the financial services industry for over 10 years and has a Series 7, Series 63, and SIE license. His areas of expertise include Financial Planning, Portfolio Management, and Pension Consulting. David has a strong track record of helping individuals and families achieve their financial goals. He specializes in working with clients in a variety of areas, including retirement planning, college savings, and estate planning. David is committed to providing his clients with personalized service and guidance, working with them to develop customized financial plans that meet their unique needs.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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.
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04/13/2022 - Present
Ameriprise Financial Services, LLC (LAKE OSWEGO OR)
BC
Issued 10/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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