Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Kimball Lewis is a financial advisor with PNC Investments in CHARLOTTE, NC. Jennifer has been a registered representative in the securities industry since 2002. Jennifer Kimball Lewis also works with clients in the state of North Carolina. Prior to joining PNC Investments, Jennifer worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in Charlotte, NC. Jennifer holds the Series 66 and Series 7 licenses, as well as the Securities Industry Essentials Examination (SIE).
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.
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.
A percentage of the total value of assets under management is charged.
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NC
04/12/2018 - Present
PNC Investments (CHARLOTTE NC)
NC
10/08/2002 - 03/09/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
BOTH
Issued 06/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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