Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Lewis is a financial advisor registered with the state of Illinois. Eric is currently registered with IPI Wealth Management, Inc. Eric has been in the financial services industry since January 26, 2010. Eric has held several positions in the financial services industry including positions with MML Investors Services, LLC, The O.N. Equity Sales Company and AXA Advisors, LLC. Eric is a graduate of Eastern Illinois University and holds Series 7, 24, 52, 53, and 66 securities licenses. Eric has a strong background in financial planning and portfolio management and provides a wide range of financial services to individuals, families and businesses.
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.
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.
1
2
IL
01/03/2023 - Present
IPI Wealth Management, Inc. (DECATUR IL)
IL
05/12/2022 - 01/05/2023
MML INVESTORS SERVICES, LLC (Champaign IL)
IL
07/15/2011 - 04/22/2022
THE O.N. EQUITY SALES COMPANY (CHAMPAIGN IL)
IL
03/10/2006 - 09/13/2007
AXA ADVISORS, LLC (DECATUR IL)
BOTH
Issued 04/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/05/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/20/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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