Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn G. Lewis is a financial advisor with J. W. Cole Advisors, Inc. based in Arlington, MA. John is a Certified Financial Planner™ professional with over 20 years of experience in the financial services industry. John has a wide range of experience in providing financial planning, investment management and consulting services to individuals, families and businesses. He is also a registered investment advisor in 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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consulting
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
MA
02/06/2018 - Present
J. W. Cole Advisors, Inc. (Arlington MA)
MA
09/01/2016 - 02/02/2018
SUMMIT BROKERAGE SERVICES, INC. (ARLINGTON MA)
MA
05/03/2005 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (ARLINGTON MA)
MA
03/20/2001 - 05/18/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
12/20/2000 - 02/07/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/20/2000 - 02/07/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
03/13/1998 - 01/18/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 03/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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