Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janie? Claim Your ProfileJanie Feliz Lehmer is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. She is licensed to conduct securities business in Illinois, Missouri and Texas. Janie has worked in the financial services industry since 2010 and has been associated with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2022. Prior to that, Janie was a registered representative with J.P. MORGAN SECURITIES LLC. Janie has a strong background in financial planning and investment management. She is committed to providing her clients with personalized financial advice and guidance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
09/08/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MCKINNEY TX)
TX
10/01/2012 - 09/09/2022
J.P. MORGAN SECURITIES LLC (ALLEN TX)
TX
07/05/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MCKINNEY TX)
BOTH
Issued 11/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/02/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Janie Lehmer is the right advisor for you? Invested Better is here to help.
