Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jimmy? Claim Your ProfileJimmy Allan Lewis is a financial professional with over 8 years of experience in the financial services industry. Currently, Jimmy Allan Lewis is registered with Park Avenue Securities LLC and has held this position since February 2017. Prior to this, Jimmy Allan Lewis was registered with NYLIFE SECURITIES LLC. Jimmy Allan Lewis is licensed in 10 states including Arizona, California, Florida, Georgia, Maryland, North Carolina, Pennsylvania, South Carolina, Texas and Virginia. Jimmy Allan Lewis's certifications include Series 6, Series 7, Series 63, Series 65, and SIE. Jimmy Allan Lewis has a strong track record of providing comprehensive financial planning and investment management services to a diverse clientele, including individuals, families, businesses, and non-profit 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
SC
03/29/2022 - Present
Park Avenue Securities LLC (MT PLEASANT SC)
SC
02/19/2015 - 01/04/2017
NYLIFE SECURITIES LLC (CHARLESTON SC)
IA
Issued 03/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jimmy Lewis is the right advisor for you? Invested Better is here to help.
