Unclaimed
Benjamin William Lewis is a financial professional with experience in the industry since 2020. Currently, Benjamin is a registered representative with Peachtree P.C. Investors, LLC, a firm that is active in the Broker-Dealer space. Benjamin has passed the Series 66, Series 7TO and SIE exams. Prior to joining Peachtree P.C. Investors, LLC, Benjamin was registered with Equitable Advisors, LLC in Charlotte, NC.
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.
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.
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2
GA
10/13/2023 - Present
Peachtree P.C. Investors, LLC (Atlanta GA)
NC
06/21/2021 - 08/19/2021
EQUITABLE ADVISORS, LLC (CHARLOTTE NC)
BOTH
Issued 04/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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