Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kreat? Claim Your ProfileKreat Antony Lewis is a financial advisor at Golden State Wealth Management, LLC, and has been in the industry since February 21, 2003. Kreat is registered in several states including Colorado, Texas, Utah, and more. Kreat provides financial planning and portfolio management services to individuals, businesses, and pension plans. Kreat is also a registered representative of LPL Financial. Kreat has earned several industry certifications and licenses, including the Series 7, Series 63, and Series 66 exams. Kreat has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Kreat has a strong commitment to providing personalized financial advice and helping clients 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.
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.
A percentage of the total value of assets under management is charged.
Financial planning fee
1
2
CO
02/12/2024 - Present
Golden State Wealth Management, LLC (Grand Junction CO)
CO
02/21/2003 - 11/12/2022
EDWARD JONES (PALISADE CO)
BOTH
Issued 02/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kreat Lewis is the right advisor for you? Invested Better is here to help.
