Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Lehman is a financial advisor registered with Janney Montgomery Scott LLC. Scott has been in the financial industry since August 25, 2013, and has a diverse background in financial services. Scott is licensed in Illinois and holds the Series 7, Series 79 and Series 63 licenses. Scott has experience with a variety of financial firms, including Barclays Capital Inc., Citigroup Global Markets Inc., Credit Suisse Securities (USA) LLC, Sterne, Agee & Leach, Inc., and Keefe, Bruyette & Woods, Inc. Scott's experience allows him to provide a wide range of financial services to his clients, including financial planning, portfolio management, pension consulting, and educational seminars.
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.
Fee plus commission
1
2
IL
06/29/2023 - Present
Janney Montgomery Scott LLC (Chicago IL)
IL
11/15/2021 - 07/12/2023
BARCLAYS CAPITAL INC. (CHICAGO IL)
IL
12/01/2014 - 06/26/2019
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
08/11/2014 - 11/18/2014
CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)
IL
05/14/2012 - 07/06/2012
STERNE, AGEE & LEACH, INC. (CHICAGO IL)
IL
02/23/2010 - 05/14/2012
KEEFE, BRUYETTE & WOODS, INC. (CHICAGO IL)
IL
10/15/2008 - 10/19/2009
KEEFE, BRUYETTE & WOODS, INC. (CHICAGO IL)
BC
Issued 10/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 10/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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