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Karen Suzanne Lehman

Prudential Investment Management Services LLC

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About Karen Suzanne Lehman

Karen Suzanne Lehman is a financial advisor registered with Prudential Investment Management Services LLC. Karen is a licensed financial advisor with over nine years of experience in the financial services industry. She has passed the Series 6, Series 63 and SIE exams. Karen is registered in all 50 states and the District of Columbia.

Firm Information

Karen Lehman is currently registered with Prudential Investment Management Services LLC. Prudential Investment Management Services LLC is a Limited Liability Company formed on October 9, 1996. It is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

315

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Karen Lehman’s Registration & Firm History

NJ

10/02/2023 - Present

Prudential Investment Management Services LLC (Newark NJ)

NJ

05/15/2014 - 08/29/2022

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

MA

12/07/2000 - 10/05/2001

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

12/07/2000 - 10/05/2001

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/19/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karen Suzanne Lehman.
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