Unclaimed
Deandre Lewis is a financial advisor with Edward Jones. Deandre has over 8 years of experience in the financial industry. Deandre is registered with the state of Florida and Texas. Deandre specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Deandre previously worked with Invesco Distributors, Inc., Raymond James & Associates, Inc., AllianceBernstein Investments, Inc., LPL Financial LLC and Vanguard Marketing Corporation.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
07/08/2024 - Present
Edward Jones (TAMPA FL)
GA
01/03/2023 - 04/24/2024
INVESCO DISTRIBUTORS, INC. (ATLANTA GA)
FL
02/11/2022 - 12/20/2022
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
TN
01/31/2020 - 06/11/2021
ALLIANCEBERNSTEIN INVESTMENTS, INC. (Nashville TN)
GA
11/28/2017 - 01/10/2020
INVESCO DISTRIBUTORS, INC. (ATLANTA GA)
SC
03/21/2016 - 11/24/2017
LPL FINANCIAL LLC (FORT MILL SC)
NC
07/07/2015 - 04/08/2016
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 03/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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