Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karmel? Claim Your ProfileKarmel Elise Lewis is an active investment advisor representative with Fidelity Personal and Workplace Advisors. Lewis has been working in the securities industry since April 2013. Lewis is registered with FINRA as well as the states of Illinois and North Carolina. Lewis has been registered with the state of Illinois as an investment advisor representative since July 2018. Lewis is also registered in the state of North Carolina as an investment advisor representative since July 2018. Lewis holds the Series 7, Series 66 and SIE licenses. Lewis has 52 state registrations across the country. Lewis is currently employed by Fidelity Personal and Workplace Advisors, located in Palm Beach Gardens, FL. Lewis is also registered in the state of Florida as an investment advisor representative. Lewis provides financial planning, educational seminars and selection of other advisors. Lewis has specializations in retirement planning, college savings, 529 planning, asset allocation and insurance.
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.
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.
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.
1
2
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (PALM BEACH GARDENS FL)
BOTH
Issued 11/02/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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