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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 Charles Lewis is a financial advisor with Cetera Investment Advisers LLC based in Melville, NY. Jeffrey has been in the financial services industry since 1991 and has a broad range of experience. Jeffrey holds multiple licenses and designations, including the Series 7, Series 6, Series 24, and Series 66 licenses, as well as the Certified Financial Planner and Chartered Financial Consultant designations. Jeffrey specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (MELVILLE NY)
NY
01/24/2014 - 02/01/2019
NORTH RIDGE SECURITIES CORP. (MELVILLE NY)
NY
01/24/2013 - 01/23/2014
SANDERS MORRIS HARRIS INC. (GARDEN CITY NY)
NY
09/26/1995 - 01/07/2013
NORTH RIDGE SECURITIES CORP. (HALESITE NY)
NE
07/05/1991 - 09/21/1995
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 2/8/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/2/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/2/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/9/1996
Series 7 - General Securities Representative Examination
BC
Issued 7/2/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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