Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lewis is a financial professional with over 30 years of experience in the financial services industry. Jeffrey currently works at Ages Financial Services, Ltd. in Haverhill, MA and is registered with FINRA. Previously, Jeffrey was employed with COMMONWEALTH FINANCIAL NETWORK, NATHAN & LEWIS SECURITIES, INC., and PFS INVESTMENTS INC. Jeffrey is a Series 6, 22, 26, 63 and SIE licensed professional. He is currently registered with the state of Massachusetts.
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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2
MA
04/17/2009 - Present
Ages Financial Services, Ltd. (HAVERHILL MA)
MA
11/24/1998 - 04/16/2009
COMMONWEALTH FINANCIAL NETWORK (HAVERHILL MA)
NY
10/20/1995 - 11/30/1998
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
GA
01/14/1988 - 10/20/1995
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 12/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2009
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/13/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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