Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Lewis is a financial advisor with Wells Fargo Advisors Financial Network, LLC, a firm that provides financial planning, portfolio management, and investment consulting services. Bryan Lewis has been active in the financial industry since October 1999. Bryan Lewis has a Series 7, Series 63, and Series 65 license, and is registered to provide investment advice in 18 states. Bryan Lewis has been with Wells Fargo Advisors since July 2010. Bryan Lewis has prior experience with Morgan Stanley Smith Barney and Citigroup Global Markets Inc.
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.
Investment consulting services to institutional clients
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.
1
2
GA
10/03/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ATLANTA GA)
GA
06/01/2009 - 07/21/2010
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
GA
05/15/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
GA
10/15/1999 - 05/17/2001
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
IA
Issued 10/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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