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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Anthony Lewis is an investment advisor representative registered with the state of Florida and Georgia. He is currently employed with Mariner Wealth Advisors. Joseph Anthony Lewis specializes in providing financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses. Joseph Anthony Lewis has been working in the financial services industry for over 15 years.
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.
Guidance on pension options to ensure a secure financial future.
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.
Family office services
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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FL
04/22/2024 - Present
Mariner Wealth (Sarasota FL)
IA
Issued 06/30/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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