Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Allen Lewis is an investment advisor representative with Janney Montgomery Scott LLC, located in Boston, MA. Craig has been in the industry since 1992 and is licensed in several states. Craig has experience in financial planning, pension consulting, and portfolio management. Craig holds Series 7, 31, and 63 licenses and is also licensed as a Registered Investment Advisor in Massachusetts. Craig previously worked at UBS Financial Services Inc., Morgan Stanley, and Merrill Lynch.
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.
Fee plus commission
1
2
MA
03/10/2021 - Present
Janney Montgomery Scott LLC (BOSTON MA)
MA
02/15/2019 - 03/04/2021
UBS FINANCIAL SERVICES INC. (BOSTON MA)
MA
06/01/2009 - 03/04/2019
MORGAN STANLEY (BOSTON MA)
MA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOSTON MA)
MA
02/02/2007 - 04/02/2007
MORGAN STANLEY DW INC. (BOSTON MA)
MA
09/10/1992 - 02/06/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
IA
Issued 12/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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