Invested Better
Unclaimed

Unclaimed

Unclaimed

Mark Lawrence Lehmann

Citizens JMP Securities, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mark? Claim Your Profile

About Mark Lawrence Lehmann

Mark Lawrence Lehmann is a financial advisor with Citizens JMP Securities, LLC. Mark has been in the industry since 1992 and has a broad range of experience in the securities industry. Mark holds a Series 7, Series 24 and Series 63 license. Mark has been registered with the Financial Industry Regulatory Authority (FINRA) since 2003 and is registered with the state of California.

Firm Information

Mark Lehmann is currently registered with Citizens JMP Securities, LLC. Citizens JMP Securities, LLC, a Limited Liability Company, was formed in 2002 and is approved in all 50 states and the District of Columbia. The firm has received one SEC registration and 51 state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

238

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mark Lehmann’s Registration & Firm History

CA

12/03/2003 - Present

Citizens JMP Securities, LLC (SAN FRANCISCO CA)

MN

06/03/2003 - 11/10/2003

U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)

CA

12/06/2002 - 06/27/2003

BAYPOINT TRADING, LLC (SAN FRANCISCO CA)

CT

05/24/2002 - 02/10/2003

WILLIAMS TRADING LLC (WESTPORT CT)

NY

10/01/1997 - 04/03/2002

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

CA

04/21/1992 - 10/01/1997

MONTGOMERY SECURITIES (SAN FRANCISCO CA)

Not sure if Mark Lawrence Lehmann is right for you?

Licenses & Designations

BC

Issued 07/09/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/01/1997

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/15/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Mark Lawrence Lehmann.
Not sure if Mark Lawrence Lehmann is right for you?