Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Lewis is a financial advisor with over 30 years of experience in the industry. Andrew John Lewis is currently registered with The Lewis Financial Group in Virginia and Texas. Andrew John Lewis has previously worked at UBS Financial Services Inc, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, DEAN WITTER REYNOLDS INC, NATIONSSECURITIES, and WHEAT, FIRST SECURITIES, INC.. Andrew Lewis is a Series 7, Series 24, Series 31, Series 63, and Series 65 licensed professional. Andrew Lewis's areas of expertise include financial planning, pension consulting, and portfolio management 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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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VA
11/05/2021 - Present
THE Lewis Financial Group (ASHBURN VA)
VA
07/31/2009 - 11/08/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ASHBURN VA)
VA
07/11/1997 - 08/18/2009
UBS FINANCIAL SERVICES INC. (VIENNA VA)
NC
09/07/1994 - 07/30/1997
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NA
07/12/1993 - 09/13/1994
NATIONSSECURITIES
NY
06/22/1992 - 07/12/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2022
Series 24 - General Securities Principal Examination
BC
Issued 11/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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