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. He is currently registered with KEY Investment Services LLC in Warsaw, Indiana. Prior to joining KEY, Andrew has held positions with several other firms including McDonald Investments Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, American United Life Insurance Company, AUL Equity Sales Corp., Pruco Securities Corporation, and The Prudential Insurance Company of America. Andrew holds a Series 6, 7, 63 and 65 licenses and has a special focus on portfolio management for individuals and selecting other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IN
01/09/2006 - Present
KEY Investment Services LLC (WARSAW IN)
OH
10/27/2005 - 12/31/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
11/25/2003 - 09/17/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
OH
12/14/1999 - 11/26/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
IN
03/12/1996 - 02/17/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/24/1995 - 02/17/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
09/19/1995 - 04/04/1996
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
09/19/1995 - 04/04/1996
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
NJ
12/04/1991 - 09/13/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
12/04/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 04/17/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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