Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilhelm? Claim Your ProfileWilhelm Lemke is a financial advisor at Raymond James & Associates, Inc. with over 20 years of experience in the financial services industry. Wilhelm has a strong track record of providing comprehensive financial planning and investment management services to a wide range of clients, including individuals, families, corporations, and institutions. Wilhelm has held previous positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, and Citigroup Global Markets Inc. Wilhelm is registered with FINRA and holds the Series 7, Series 31, Series 66, and SIE licenses. Wilhelm is dedicated to helping clients achieve their financial goals and believes in building long-term relationships based on trust, transparency, and a commitment to providing exceptional service.
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.
Please see note in schedule d - miscellaneous
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
FL
06/10/2017 - Present
Raymond James & Associates, Inc. (BOCA RATON FL)
FL
06/01/2009 - 06/05/2015
MORGAN STANLEY (BOCA RATON FL)
FL
04/23/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
FL
04/04/2005 - 04/27/2009
WACHOVIA SECURITIES, LLC (FORT LAUDERDALE FL)
NY
02/07/2002 - 04/14/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 05/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 02/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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