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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Lewis is an Investment Advisor Representative with Transamerica Retirement Advisors, LLC based in Jacksonville, FL. Gregory has been in the industry since June 1993. Gregory is registered with FINRA as a General Securities Representative and has his Series 7, Series 8, and Series 63 securities licenses. Gregory also holds a Series 65 license. Previously, Gregory was employed with Merrill Lynch, Pierce, Fenner & Smith Incorporated and The Stuart-James Company, Inc.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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
FL
09/27/2013 - Present
Transamerica Retirement Advisors, LLC (JACKSONVILLE FL)
NY
05/17/1993 - 03/12/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/09/1991 - 08/13/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
02/26/1987 - 05/06/1987
THE STUART-JAMES COMPANY, INC.
IA
Issued 07/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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