Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Miles Lewis is a financial professional with over 29 years of experience in the financial services industry. Christopher is currently registered with CU Investment Solutions LLC, a firm that provides non-discretionary investment advisory services for institutional clients. Christopher has held previous roles at Westminster Financial Securities, Inc. and Irwin Union Securities. Christopher holds FINRA Series 7, 24 and 63 licenses as well as the SIE exam. Christopher has been a licensed and registered professional in both Indiana and 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.
Non discretionary investment advisory for 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.
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2
OH
12/02/2003 - Present
CU Investment Solutions LLC (Dublin OH)
OH
08/04/1998 - 09/02/2003
WESTMINSTER FINANCIAL SECURITIES, INC. (BEAVERCREEK OH)
IN
03/23/1992 - 09/10/1996
IRWIN UNION SECURITIES (COLUMBUS IN)
BC
Issued 04/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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