Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Lewis has been in the financial services industry since June 1983. He is currently registered with Cetera Investment Advisers LLC in Williamsburg, VA. Harold previously worked with VOYA FINANCIAL ADVISORS, INC. and SECURITIES AMERICA, INC.. He holds licenses for Series 6, 22, 63, and 65. Harold has a long history in the financial services industry and is dedicated to providing clients with personalized financial advice and guidance.
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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2
VA
06/29/2023 - Present
Cetera Investment Advisers LLC (Williamsburg VA)
VA
12/16/2016 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Williamsburg VA)
VA
12/07/2012 - 10/24/2016
SECURITIES AMERICA, INC. (Williamsburg VA)
VA
03/18/1992 - 12/07/2012
INVESTORS SECURITY COMPANY, INC. (NEWPORT NEWS VA)
NA
02/05/1991 - 03/26/1992
COMPREHENSIVE FINANCIAL SERVICES, INC.
AZ
06/18/1989 - 12/31/1990
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
01/04/1988 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
03/31/1983 - 01/22/1988
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 08/17/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/30/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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