Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Wayne Lewis is a financial advisor with PFS Investments Inc. Curtis has been in the financial industry since 2003. Curtis has a Series 6, Series 63 and SIE license. Curtis is currently registered in California and Texas and is located in Kansas City, Missouri. Curtis is currently employed with PFS Investments Inc. Curtis was previously employed with PFS INVESTMENTS INC. in Duluth, Georgia.
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.
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
MO
08/02/2021 - Present
PFS Investments Inc. (KANSAS CITY MO)
GA
08/01/2003 - 12/31/2006
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 11/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/01/2021
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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