Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames K Lehman is a financial advisor registered with Ameriprise Financial Services, LLC. James has been in the industry since March 2014. James is registered with the Securities Investor Protection Corporation (SIPC) and is a member of the Financial Industry Regulatory Authority (FINRA). James offers financial planning, portfolio management, and asset allocation services to individuals, families, and businesses. James specializes in providing financial advice and investment management for a variety of client needs, including retirement planning, college savings, and estate planning. James is committed to providing personalized service and helping clients reach 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.
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.
1
2
PA
10/19/2023 - Present
Ameriprise Financial Services, LLC (York PA)
PA
03/17/2014 - 09/26/2018
AMERIPRISE FINANCIAL SERVICES, INC. (CAMP HILL PA)
BOTH
Issued 04/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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