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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Richard Lewis is a financial advisor with Foundations Investment Advisors LLC. Benjamin holds a Series 65 license and is registered with the state of Pennsylvania. Benjamin has been in the financial industry for over 10 years. Benjamin has experience in providing financial advice to individuals, families, and businesses. Benjamin is a graduate of Otterbein University, where he earned a degree in Business Administration. Benjamin is committed to providing his clients with the highest level of service and expertise.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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AZ
02/01/2024 - Present
Foundations Investment Advisors LLC (PHOENIX AZ)
IA
Issued 10/23/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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