Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carson? Claim Your ProfileCarson Lewis is a registered representative with Northwestern Mutual Investment Services, LLC, a firm registered with the Securities and Exchange Commission. Carson holds Series 6TO and SIE licenses. Carson specializes in insurance companies, investment companies, charitable organizations, high net worth individuals, other investment advisors, pooled investment vehicles, banking or thrift institutions, and business development companies. Carson is currently located at 3805 Edwards Road, Suite 200 in Cincinnati, Ohio.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
OH
04/29/2024 - Present
Northwestern Mutual Investment Services, LLC (CINCINNATI OH)
BC
Issued 04/29/2024
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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