Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lawrence Lehman is a financial advisor at The Huntington Investment Co. with a strong background in the industry. He began working as an advisor in 2017, gaining experience at Citizens Securities, Inc. William has earned the SIE, Series 6, and Series 63 licenses to demonstrate his commitment to his client's financial success. The Huntington Investment Co. focuses on providing portfolio management services for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
01/31/2022 - Present
THE Huntington Investment Co. (WASHINGTON PA)
PA
08/07/2017 - 12/31/2020
CITIZENS SECURITIES, INC. (PITTSBURGH PA)
BC
Issued 09/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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