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 Ameriprise Financial Services, LLC. Michael has been in the financial services industry since January 30, 2007. Michael holds FINRA Series 7, 9, 10, 65 and 66 licenses. Michael is also registered with the states of Arizona, Arkansas, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nevada, New Jersey, New Mexico, New York, Ohio, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington and Wisconsin. Prior to joining Ameriprise Financial Services, LLC, Michael was employed by UBS Financial 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.
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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MI
08/01/2018 - Present
Ameriprise Financial Services, LLC (FARMINGTON HILLS MI)
MI
01/30/2007 - 09/15/2017
UBS FINANCIAL SERVICES INC. (FARMINGTON HILLS MI)
IA
Issued 12/13/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/07/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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