Unclaimed
Amanda Lee Lewis is an Investment Advisor Representative with Blackrock Investment Management, LLC. Amanda has been working in the industry since May 12, 1998. Amanda is currently registered in 55 states and the District of Columbia. Amanda's current registrations include Series 6, Series 7, Series 63, Series 66, and SIE. Amanda has previously been employed at Columbia Management Investment Distributors, Inc. and Sun Life of Canada (U.S.) Distributors, Inc.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
03/03/2015 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
MA
05/01/2010 - 02/18/2015
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
11/01/1999 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
04/20/1998 - 10/20/1999
SUN LIFE OF CANADA (U.S.) DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
BOTH
Issued 08/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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