Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lejo? Claim Your ProfileLejo Abraham is an investment advisor representative with Ameriprise Financial Services, LLC. Lejo has been in the securities industry since 2007. Lejo is registered with FINRA as a General Securities Representative (Series 7), and holds a Series 63 and Series 66 license. Lejo was previously registered with Comerica Securities, Allstate Financial Services, LLC, Lincoln Financial Advisors Corporation, J.P. Morgan Securities LLC, Wells Fargo Advisors, LLC, Chase Investment Services Corp., and Advisors Asset Management, Inc. Lejo specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and asset allocation services. Lejo is also a registered investment advisor in the state of Texas.
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.
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2
TX
08/22/2023 - Present
Ameriprise Financial Services, LLC (Houston TX)
TX
05/16/2018 - 11/03/2023
COMERICA SECURITIES (HOUSTON TX)
TX
02/14/2017 - 05/16/2017
ALLSTATE FINANCIAL SERVICES, LLC (Houston TX)
TX
07/12/2016 - 01/30/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (HOUSTON TX)
TX
02/29/2016 - 04/08/2016
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
06/15/2012 - 03/02/2016
WELLS FARGO ADVISORS, LLC (HOUSTON TX)
TX
08/30/2010 - 06/19/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
05/24/2007 - 02/01/2010
ADVISORS ASSET MANAGEMENT, INC. (BOERNE TX)
BOTH
Issued 08/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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