Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kile? Claim Your ProfileKile Eugene Lewis is a financial advisor with over 27 years of experience in the industry. Kile is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Kile is a Series 7, Series 10, Series 24, Series 51, Series 63 and SIE licensed professional. Kile provides financial planning, portfolio management, and selection of other advisors services to individuals, corporations, and charitable organizations.
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.
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.
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2
GA
07/27/2023 - Present
Kestra Advisory Services, LLC (Atlanta GA)
GA
08/28/2008 - 09/08/2015
INVESTACORP, INC. (ALPHARETTA GA)
GA
05/16/1995 - 09/03/2008
AMERIPRISE FINANCIAL SERVICES, INC. (ALPHARETTA GA)
MN
05/16/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 05/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/05/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/01/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/23/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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