Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Aaron Lewis is a financial advisor with over 13 years of experience in the financial services industry. Keith is currently registered with Ameriprise Financial Services, LLC, a firm with over $479 billion in assets under management. Keith is also registered with the state of Ohio as a Registered Investment Advisor. Prior to joining Ameriprise, Keith was with Cetera Advisor Networks LLC and Voya Financial Advisors, Inc. Keith has a Series 66, Series 7, and SIE license. Keith offers a range of financial services including financial planning, portfolio management, and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
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.
Asset allocation services
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
OH
07/23/2021 - Present
Ameriprise Financial Services, LLC (Lancaster OH)
OH
06/09/2021 - 07/30/2021
CETERA ADVISOR NETWORKS LLC (LANCASTER OH)
OH
09/15/2009 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (LANCASTER OH)
OH
11/14/2008 - 10/01/2009
1ST GLOBAL CAPITAL CORP. (LANCASTER OH)
BOTH
Issued 02/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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