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Joshua A Lewis

Apollo Global Securities, LLC

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About Joshua A Lewis

Joshua A. Lewis is a financial professional registered with Apollo Global Securities, LLC. Joshua has been in the industry since April 2011 and has held a Series 7, 24, 63, and 79TO license. Joshua has a strong background in investment banking and has experience working at both large and small firms. Joshua is dedicated to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Joshua Lewis is currently registered with Apollo Global Securities, LLC. Apollo Global Securities, LLC is a Limited Liability Company formed in 2010. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

136

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Joshua Lewis’s Registration & Firm History

NY

02/27/2023 - Present

Apollo Global Securities, LLC (NEW YORK NY)

NY

12/19/2006 - 10/18/2018

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/06/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/29/2016

Series 24 - General Securities Principal Examination

BC

Issued 11/28/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua A Lewis.
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