Unclaimed
Jeanette Lehner is a registered representative of Bankers Life Advisory Services, Inc. Jeanette has been in the financial services industry for over 10 years. Jeanette has a Series 7 and Series 66 license. Jeanette specializes in providing financial planning, portfolio management, and educational seminars. Jeanette has a strong commitment to providing personalized service to her clients. Jeanette is dedicated to helping her 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Non-discretionary investment consulting services
1
2
IL
02/03/2025 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
BC
Issued 03/07/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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