Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carson? Claim Your ProfileCarson Lee-robert Lewis is an investment advisor representative registered with Key Investment Services LLC. Carson is licensed to provide investment advice and services to clients in Ohio. Carson has been active in the financial services industry since March 19, 2024. Previously, Carson worked with Equitable Advisors, LLC. Carson holds licenses for both the Series 7TO and SIE exams. The office location for Carson is at 4900 TIEDEMAN ROAD, BROOKLYN, OH 44144.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
OH
07/23/2024 - Present
KEY Investment Services LLC (BROOKLYN OH)
OH
02/23/2024 - 06/26/2024
EQUITABLE ADVISORS, LLC (COLUMBUS OH)
BOTH
Issued 04/11/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/19/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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