Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivan? Claim Your ProfileIvan Lewis is a financial professional with over 10 years of experience in the industry. Ivan has a wide range of experience in providing financial advice, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Ivan is registered with Fidelity Personal And Workplace Advisors and is licensed to provide investment advice in several states. Prior to joining Fidelity Personal And Workplace Advisors, Ivan was registered with Fidelity Brokerage Services LLC. Ivan is committed to helping clients achieve their financial goals.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
KY
10/27/2008 - 11/09/2009
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
01/01/2008 - 06/02/2008
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
10/17/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
BOTH
Issued 03/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/18/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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