Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid A. Lewis is a financial advisor with Bay Crest Partners, LLC. David has been in the securities industry since 2008. David is registered with the Financial Industry Regulatory Authority (FINRA) as a general securities representative and holds the Series 7, Series 55, and Series 63 licenses. David is also registered with the state of California, Colorado, Connecticut, Florida, Illinois, Kansas, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Puerto Rico, Rhode Island, Texas, Virginia, and Wisconsin. David was previously employed by J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
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2
NY
03/06/2019 - Present
BAY Crest Partners, LLC (NEW YORK NY)
NY
09/02/2010 - 03/01/2019
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
10/22/2008 - 08/16/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 09/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2011
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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