Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Lewis has been in the financial services industry since October 25, 1984. He has held licenses in Kentucky, New York, Massachusetts, and currently in North Carolina. Donald is registered as a Registered Representative with LPL Financial LLC. Donald has been associated with LPL Financial LLC since September 2009. Donald is a Certified Financial Planner. His experience is in the fixed insurance product space as well as tax preparation.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
01/03/2019 - Present
LPL Financial LLC (SUNSET BEACH NC)
KY
01/12/1996 - 09/08/2009
MUTUAL SERVICE CORPORATION (LAWRENCEBURG KY)
NY
07/13/1992 - 01/18/1996
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
07/13/1992 - 01/18/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
07/13/1992 - 08/04/1992
EQUITABLE VARIABLE LIFE INSURANCE COMPANY (NEW YORK NY)
MA
10/26/1984 - 07/17/1992
MUTUAL SERVICE CORPORATION (BOSTON MA)
BC
Issued 04/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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