Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kara? Claim Your ProfileKara Hannum Lewis is an investment advisor representative at Alliancebernstein LP. Kara has been working in the financial industry for over 10 years and is registered to provide investment advice in 23 states. She has a strong background in securities, futures, and investment advisory services. Kara holds a Series 7, Series 10, Series 31, Series 66, and SIE licenses. She has also earned the designation of a "Certified Financial Planner". Kara is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
OH
02/17/2016 - Present
Alliancebernstein LP (CLEVELAND OH)
BOTH
Issued 02/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/04/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 01/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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