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Joshua Taylor Lewis

Pimco Investments LLC

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About Joshua Taylor Lewis

Joshua Lewis is a registered representative with Pimco Investments LLC. Joshua has been in the securities industry for over 2 years and has a Series 7TO, SIE and Series 63 license. Joshua is registered in California.

Firm Information

Joshua Lewis is currently registered with Pimco Investments LLC. Pimco Investments LLC is a Limited Liability Company formed in 2010. The firm is registered to provide investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

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

CA

11/22/2022 - Present

Pimco Investments LLC (NEWPORT BEACH CA)

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Licenses & Designations

BC

Issued 12/20/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/30/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Taylor Lewis.
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