Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Reed Lewis is a financial advisor with over 20 years of experience in the industry. Brendan is a registered representative with Prospera Financial Services, Inc. Brendan is also a Registered Investment Advisor (RIA) with the firm. Brendan is licensed in several states, including Connecticut, New Hampshire, and Texas. Brendan has a broad range of experience in financial planning, portfolio management, and wealth management. Brendan is committed to providing personalized financial advice and services to individuals and families. Brendan is dedicated to helping clients achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
NH
05/20/2021 - Present
Prospera Financial Services, Inc. (Laconia NH)
CT
09/20/2019 - 03/23/2021
CETERA ADVISOR NETWORKS LLC (COLCHESTER CT)
CT
07/05/2019 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (COLCHESTER CT)
CT
05/27/2011 - 07/09/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (COLCHESTER CT)
CT
01/04/2002 - 05/27/2011
EDWARD JONES (COLCHESTER CT)
NY
10/25/1999 - 01/08/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 11/22/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 10/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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