Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lehman is a financial advisor with Commonwealth Financial Network. Michael has over 28 years of experience in the financial services industry. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 6, 62, and 63 license. Michael specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Michael is committed to helping 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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IA
02/03/2014 - Present
Commonwealth Financial Network (IOWA CITY IA)
IA
10/28/2002 - 02/04/2014
LPL FINANCIAL LLC (IOWA CITY IA)
IA
10/02/1997 - 10/23/2002
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
AL
02/15/1995 - 10/02/1997
SAL FINANCIAL SERVICES (BIRMINGHAM AL)
BC
Issued 01/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1997
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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