Unclaimed
Dewane Lewis is a financial advisor who has been in the industry since 2014. Dewane is currently registered with Hornor, Townsend & Kent, LLC and holds licenses for Series 7, Series 66, Series 24, and SIE exams. Dewane has previously worked at SAGEPOINT FINANCIAL, INC.. Dewane is licensed to provide financial advice in 12 states. Dewane has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Dewane is a specialist in the following areas: Portfolio Management, Financial Planning, Pension Consulting and Selection of Other Advisers.
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.
Trail commissions, distribution assistance fees
1
2
TN
03/09/2016 - Present
Hornor, Townsend & Kent, LLC (BRENTWOOD TN)
TN
02/18/2014 - 01/09/2016
SAGEPOINT FINANCIAL, INC. (NASHVILLE TN)
BOTH
Issued 07/02/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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