Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennie? Claim Your ProfileDennie Ray Lewis is a financial advisor registered with Osaic Wealth, Inc. in Myrtle Beach, South Carolina. Dennie has been a registered representative since July 1988 and has experience in the financial services industry since May 1987. Dennie has worked for Northwestern Mutual Investment Services, LLC, Woodbury Financial Services, Inc., and Robert W. Baird & Co. Incorporated. Dennie holds the Series 6, Series 63, and SIE licenses and is a Chartered Financial Consultant. Dennie specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
SC
01/19/2024 - Present
Osaic Wealth, Inc. (MYRTLE BEACH SC)
SC
11/01/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MYRTLE BEACH SC)
SC
07/05/1988 - 11/02/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MYRTLE BEACH SC)
WI
07/05/1988 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 12/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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