Unclaimed
Joshua Bruce Lewis is an investment advisor representative with Empower Advisory Group, LLC. Lewis has been in the industry since 2018 and is currently registered in Arizona. Lewis holds the Series 7, Series 66, and SIE licenses. Lewis has previous experience with Edward Jones. In addition to his work as an investment advisor, Lewis also facilitates a pre-marital communication workshop.
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.
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.
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2
AZ
05/15/2024 - Present
Empower Advisory Group, LLC (Phoenix AZ)
AZ
07/26/2018 - 10/16/2023
EDWARD JONES (SCOTTSDALE AZ)
BOTH
Issued 09/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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