Unclaimed
Erin Lewis is a Registered Representative with W&S Brokerage Services, Inc. Erin has been in the industry for over 4 years and is licensed in Connecticut, Kentucky, Ohio and West Virginia. Erin has passed Series 63, Series 6TO, and SIE exams. Erin specializes in financial planning and portfolio management for individuals and investment companies. Erin is located at the W&S Brokerage Services, Inc. office in Maysville, KY.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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KY
07/30/2019 - Present
W&S Brokerage Services, Inc. (Maysville KY)
BC
Issued 08/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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