Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Dean Lewis is a financial advisor with Cetera Investment Advisers LLC. Gregory Dean Lewis has been in the financial services industry for over 20 years and is registered with the state of Georgia as an Investment Advisor Representative. Gregory Dean Lewis has held previous roles at Cambridge Investment Research, Inc., Ameriprise Financial Services, Inc., Transamerica Financial Advisors, Inc, Wells Fargo Advisors, LLC, MML Investors Services, LLC, Wachovia Securities, LLC, NCF Financial Services, Inc. and Ascend Financial Services, Inc.. Gregory Dean Lewis provides financial planning, portfolio management for businesses and individuals and educational seminars.
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.
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.
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CA
03/21/2023 - Present
Cetera Investment Advisers LLC (EL SEGUNDO CA)
CA
12/09/2021 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
GA
05/10/2016 - 09/27/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (ATLANTA GA)
MN
01/20/2016 - 05/03/2016
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
GA
04/21/2014 - 12/24/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (NORCROSS GA)
GA
07/29/2013 - 04/17/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (DULUTH GA)
GA
06/05/2013 - 07/02/2013
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
GA
05/02/2008 - 02/25/2013
MML INVESTORS SERVICES, LLC (ATLANTA GA)
GA
02/19/2008 - 04/22/2008
CAMBRIDGE INVESTMENT RESEARCH, INC. (NORCROSS GA)
VA
07/16/2007 - 01/02/2008
WACHOVIA SECURITIES, LLC (GLEN ALLEN VA)
GA
02/22/2006 - 06/05/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (NORCROSS GA)
GA
02/04/2004 - 02/28/2006
WACHOVIA SECURITIES, LLC (DECATUR GA)
NC
02/21/2003 - 11/21/2003
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
MN
09/14/2000 - 02/22/2001
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 03/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/22/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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