Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Lew is a registered representative and investment advisor representative with Cetera Investment Advisers LLC. Allan has been in the financial services industry since 1992. Allan has a Series 6, Series 63, and Series 65 license and holds a bachelor's degree in accounting. Allan has a strong background in financial planning and investment management. Allan is also a Certified Public Accountant (CPA) and has been providing tax and accounting services since 1978. Allan has experience working with a variety of clients, including individuals, families, businesses, and retirement plans.
METAIRIE, LA
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.
A percentage of the total value of assets under management is charged.
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LA
02/27/2023 - Present
Cetera Investment Advisers LLC (METAIRIE LA)
LA
03/10/1992 - 02/22/2021
AVANTAX INVESTMENT SERVICES, INC. (METAIRIE LA)
IA
Issued 7/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/26/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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