Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Michael Lewis is a financial professional with over 22 years of experience in the industry. James has a strong background in financial planning, portfolio management, and tax and accounting services. He is a Certified Financial Planner™ professional, a Certified Public Accountant, and a Personal Financial Specialist. James is also a Registered Representative with Cetera Investment Advisers LLC. James is committed to providing personalized financial advice to help individuals and families achieve their financial goals. He is passionate about helping his clients understand their financial situation and develop a plan to reach their objectives.
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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MO
02/01/2001 - Present
Cetera Investment Advisers LLC (SPRINGFIELD MO)
BC
Issued 10/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/6/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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