Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Clifford Lewis is an investment advisor representative registered with Pinnacle Pension Consultants LLC. Gregory Clifford Lewis has been in the industry since 2005 and has experience with a variety of firms, including M Holdings Securities, Inc., NRP Financial, Inc. and Financial Telesis Inc. Gregory Clifford Lewis holds Series 63, 65 and 7 licenses. Gregory Clifford Lewis is currently registered in Massachusetts as an Investment Advisor Representative.
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.
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
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.
% of assets under consultation
1
2
MA
01/25/2008 - Present
Pinnacle Pension Consultants LLC (NEEDHAM MA)
MA
10/29/2010 - 05/31/2018
M HOLDINGS SECURITIES, INC. (Needham MA)
MA
03/14/2008 - 11/03/2010
NRP FINANCIAL, INC. (SOUTHBOROUGH MA)
MA
11/06/2006 - 03/14/2008
FINANCIAL TELESIS INC (SOUTHBOROUGH MA)
MA
11/03/2005 - 11/02/2006
NFP SECURITIES, INC. (CAMBRIDGE MA)
IA
Issued 01/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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