Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Jane Lehman is a financial advisor with over 25 years of experience in the financial services industry. Mary Jane has a strong background in investments, financial planning, and retirement planning. She currently works as a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC, where she provides financial advice to individuals, families, and businesses. Prior to joining Tiaa-Cref, Mary Jane worked for Teachers Personal Investors Services, Inc. and Mercantile Investment Services, Inc.
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.
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.
Compensation from affiliates
1
2
FL
01/01/2004 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Gainesville FL)
MO
08/09/2004 - 11/21/2005
TEACHERS PERSONAL INVESTORS SERVICES, INC. (ST. LOUIS MO)
NY
11/05/1999 - 01/01/2004
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
MO
10/06/1993 - 01/02/1998
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
BC
Issued 10/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/06/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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