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 Cuso Financial Services, LP. Andrew has been in the industry since February 17, 2014 and has a combined total of 9 approved state registrations and 2 approved IA state registrations. Andrew has held previous roles at TD Ameritrade, Inc., ScotTrade, Inc., J.P. Morgan Securities LLC, and Amerivest Investment Management, LLC. Andrew currently holds Series 7, 9, 10, 63 and 66 licenses. Andrew has a focus on investment management for individuals and businesses, as well as financial planning, pension consulting, and educational seminars.
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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2
CA
07/09/2024 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
CA
02/26/2018 - 04/16/2019
TD AMERITRADE, INC. (STOCKTON CA)
CA
12/08/2015 - 02/26/2018
SCOTTRADE, INC. (STOCKTON CA)
CA
09/11/2015 - 11/24/2015
J.P. MORGAN SECURITIES LLC (EL CERRITO CA)
CA
08/28/2012 - 07/06/2015
TD AMERITRADE, INC. (WALNUT CREEK CA)
BOTH
Issued 07/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/21/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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