Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lewis is a financial advisor with over 11 years of experience in the financial services industry. He is currently registered with Wealth Enhancement Advisory Services, LLC in South Carolina, Louisiana and Texas. David holds the Series 7, Series 63, and Series 99TO securities licenses, as well as the SIE exam. David is also a Chartered Financial Analyst. David has worked with several firms during his career, including Fintrust Investment Advisory Services, LLC, Fintrust Brokerage Services, LLC, Fintrust Capital Advisors, LLC, and Fintrust Capital Partners, LLC. David's primary business activity is as an investment advisor representative.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
MN
10/02/2024 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
BC
Issued 10/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Lewis is the right advisor for you? Invested Better is here to help.
