Unclaimed
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 a financial advisor with over 30 years of experience in the industry. Jeffrey has been registered with Truist Advisory Services, Inc. since February 2021 and previously worked with BB&T Securities, LLC, Stephens Inc., and Wells Fargo Advisors, LLC. Jeffrey is also a board member of the Armfield Homeowners Association, where he serves as the Treasurer. Jeffrey holds Series 6, 7, 63, and 65 licenses.
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 6/23/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/2/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 2/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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