Unclaimed
Gregory Lewis is a financial advisor with over 11 years of experience in the financial industry. Gregory is currently registered with MML Investors Services, LLC in Florida. Gregory previously worked for PRUCO SECURITIES, LLC and Fidelity Brokerage Services LLC. Gregory holds Series 63, 66, 7 and SIE licenses and is licensed to sell securities in Florida and Indiana. Gregory specializes in providing financial advice to individuals, families, and businesses. Gregory provides services including financial planning, asset allocation, and investment management.
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
02/19/2024 - Present
MML Investors Services, LLC (ORLANDO FL)
FL
07/19/2023 - 11/07/2023
PRUCO SECURITIES, LLC. (ORLANDO FL)
FL
06/21/2013 - 07/29/2021
FIDELITY BROKERAGE SERVICES LLC (ALTAMONTE SPRINGS FL)
FL
08/17/2011 - 03/12/2013
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 11/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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