Unclaimed
James Joseph Lewis is a financial advisor with National Financial Services LLC. James has been in the financial services industry since 2020 and has passed the Securities Industry Essentials Examination and the Operations Professional Examination. National Financial Services LLC is a firm that is registered with the Securities and Exchange Commission (SEC).
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.
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.
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NJ
03/16/2020 - Present
National Financial Services LLC (JERSEY CITY NJ)
BC
Issued 03/16/2020
Series 99TO - Operations Professional Examination
BC
Issued 02/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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