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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Lehman is a financial advisor registered with Wells Fargo Clearing Services, LLC since 2016. Steven has been in the industry since 1998. Steven has experience at a number of firms including Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Steven holds Series 7, Series 31, and Series 66 licenses. Steven is a Certified Financial Planner. Steven provides financial planning, portfolio management for businesses and individuals, investment consulting services to institutional clients, and selection of other advisors.
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.
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.
Investment consulting services to institutional clients
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.
1
2
PA
11/05/2019 - Present
Wells Fargo Clearing Services, LLC (CONSHOHOCKEN PA)
PA
02/21/2006 - 02/26/2009
CITIGROUP GLOBAL MARKETS INC. (BLUE BELL PA)
MD
09/10/1998 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 09/22/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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