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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Lewis is an investment advisor representative with Truist Advisory Services, Inc. Jeffrey has been in the financial services industry since 1987. He is registered with FINRA and the state of North Carolina as a broker-dealer. Jeffrey also has a Series 63 and Series 65 licenses. Jeffrey's firm offers a variety of investment advisory services to individuals, businesses, and institutional clients. He is currently registered to offer investment advice in 34 states. Jeffrey's specializations include investment management, financial planning, and portfolio management. Jeffrey is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
NC
04/17/2021 - Present
Truist Advisory Services, Inc. (GREENSBORO NC)
VA
09/12/2017 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
05/01/2012 - 09/15/2017
STEPHENS (WINSTON-SALEM NC)
NC
07/01/2003 - 05/02/2012
WELLS FARGO ADVISORS, LLC (GREENSBORO NC)
NY
05/31/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NC
07/26/1993 - 06/13/2000
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NY
07/07/1989 - 07/30/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
03/09/1988 - 07/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
02/17/1987 - 03/10/1988
FIRST INVESTORS CORPORATION
IA
Issued 06/23/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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