Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Lewis is an investment advisor representative with Fidelity Personal And Workplace Advisors. Brian Lewis is registered with the state of Texas. Brian Lewis has been in the industry since 2007. Brian Lewis's current firm is Fidelity Personal And Workplace Advisors. Previous firms Brian Lewis worked at include Fidelity Brokerage Services LLC, WM FINANCIAL SERVICES, INC., and Ameriprise Financial Services, Inc. Brian Lewis has a current employment registration with Fidelity Personal And Workplace Advisors in the state of Texas. Brian Lewis also has previous employment registrations with Fidelity Brokerage Services LLC and Ameriprise Financial Services, Inc. Brian Lewis holds a Series 7, Series 63, and Series 66 securities license. Brian Lewis is a financial advisor and provides services such as financial planning, educational seminars, and selection of other advisors. Brian Lewis provides portfolio management for businesses and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
11/22/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
11/16/2006 - 08/25/2020
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
03/07/2006 - 06/16/2006
WM FINANCIAL SERVICES, INC. (DALLAS TX)
MN
10/04/2005 - 02/08/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 01/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Brian Lewis is the right advisor for you? Invested Better is here to help.
