Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Gelder Lewis is a financial advisor who has been in the industry since 1998. Jeffrey has worked for Northwestern Mutual Investment Services, LLC since 2010, previously working at Robert W. Baird & Co. Incorporated. Jeffrey is licensed in 17 states and holds Series 6, 7, 26, and 63 licenses. Jeffrey is also a Registered Principal with Northwestern Mutual Investment Services, LLC.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
UT
12/21/1998 - Present
Northwestern Mutual Investment Services, LLC (SALT LAKE CTY UT)
WI
12/21/1998 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 11/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Lewis is the right advisor for you? Invested Better is here to help.
