Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Camee? Claim Your ProfileCamee Leigh Lewis is a financial professional with over 20 years of experience in the industry. Currently registered with Wedbush Securities Inc., Camee has a proven track record of providing clients with personalized financial advice and investment management services. Previously, Camee worked at BOK FINANCIAL SECURITIES, INC., E.J. DE LA ROSA & CO., INC., UNIONBANC INVESTMENT SERVICES, LLC, WELLS FARGO INSTITUTIONAL SECURITIES, LLC, WELLS FARGO BROKERAGE SERVICES, L.L.C., MCDONALD INVESTMENTS INC., NATIONSBANC MONTGOMERY SECURITIES LLC, BANCAMERICA SECURITIES, INC., and BA INVESTMENT SERVICES, INC. Camee holds the Series 7, Series 63, Series 99TO and SIE licenses and is a registered representative in California. Camee specializes in financial planning, portfolio management, and investment advisory services.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
01/09/2019 - Present
Wedbush Securities Inc. (WOODLAND HILLS CA)
CA
09/02/2014 - 06/20/2017
BOK FINANCIAL SECURITIES, INC. (NEWPORT BEACH CA)
CA
11/18/2009 - 04/09/2014
E.J. DE LA ROSA & CO., INC. (LOS ANGELES CA)
CA
01/05/2005 - 06/19/2009
UNIONBANC INVESTMENT SERVICES, LLC (LOS ANGELES CA)
NC
03/15/2001 - 12/14/2004
WELLS FARGO INSTITUTIONAL SECURITIES, LLC (CHARLOTTE NC)
MN
03/10/2000 - 12/14/2004
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
OH
12/24/1998 - 02/22/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
10/01/1998 - 11/16/1998
NATIONSBANC MONTGOMERY SECURITIES LLC (NEW YORK NY)
CA
10/01/1993 - 10/01/1998
BANCAMERICA SECURITIES, INC. (SAN FRANCISCO CA)
CA
03/24/1993 - 10/01/1993
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
BC
Issued 08/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2024
Series 99TO - Operations Professional Examination
BC
Issued 06/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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