Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Lehman is a financial advisor with over 30 years of experience in the financial industry. He is a Certified Financial Planner and has earned the Series 6, 7 and 66 licenses. Dennis has worked with clients across a range of financial needs and goals. His expertise extends to a broad range of financial services. Dennis currently works with Osaic Wealth, Inc. and is based in Orange Village, OH. He is registered to provide investment advice and securities services in several states.
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.
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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2
OH
06/02/2022 - Present
Osaic Wealth, Inc. (ORANGE VILLAGE OH)
NJ
02/02/1990 - 02/12/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
02/02/1990 - 02/12/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 05/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/01/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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