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 registered with Cambridge Investment Research Advisors, Inc. and holds the Series 6, 7, 63, 65, and SIE licenses. Andrew has been working in the financial industry since 1992 and has held previous positions at SAGEPOINT FINANCIAL, INC. and SUNAMERICA SECURITIES, INC. Andrew is a Certified Financial Planner and provides financial planning, portfolio management, and investment advisory services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OR
04/04/2023 - Present
Cambridge Investment Research Advisors, Inc. (Maupin OR)
OR
10/31/2005 - 04/03/2023
SAGEPOINT FINANCIAL, INC. (MAUPIN OR)
AZ
04/02/2003 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
KS
10/14/1992 - 04/02/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 11/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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