Unclaimed
Colin Matthew Lewis is a registered representative with The Huntington Investment Co., and has been with the firm since March 2018. Previously, Colin worked with PNC Investments from June 2011 through March 2018, and has also worked for Chase Investment Services Corp., Key Investment Services LLC, and Banc One Securities Corporation. Colin holds the Series 6, 7, 24, 52TO, 53, and 66 licenses. Colin specializes in providing investment advice to individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
03/27/2018 - Present
THE Huntington Investment Co. (Akron OH)
OH
07/21/2011 - 03/16/2018
PNC INVESTMENTS (CLEVELAND OH)
WV
01/31/2008 - 07/12/2011
CHASE INVESTMENT SERVICES CORP. (WHEELING WV)
OH
04/05/2006 - 01/25/2008
KEY INVESTMENT SERVICES LLC (TWINSBURG OH)
IL
07/06/2005 - 04/05/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
06/03/2002 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 05/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/17/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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