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Amanda Jean Lewis

National Financial Services LLC

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About Amanda Jean Lewis

Amanda Lewis is a financial professional with over 8 years of experience in the industry. Amanda is currently registered with National Financial Services LLC and holds Series 7, 9, 10, SIE, and 99TO licenses. Amanda previously held a position with Fidelity Brokerage Services LLC. Amanda has a strong track record of providing clients with comprehensive financial advice and guidance.

Firm Information

Amanda Lewis is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Amanda Lewis’s Registration & Firm History

KY

03/14/2018 - Present

National Financial Services LLC (COVINGTON KY)

KY

06/20/2014 - 03/17/2016

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

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Licenses & Designations

BC

Issued 04/30/2015

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/06/2015

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amanda Jean Lewis.
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