Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lewelyn? Claim Your ProfileLewelyn Mark Dsouza is a financial advisor with Truist Securities, Inc., registered with FINRA since 10/20/2016. Lewelyn holds Series 7, Series 63, SIE, and Series 79TO licenses, and has been in the industry since 2010. Lewelyn has previously worked at Piper Jaffray & Co. and Barclays Capital Inc., bringing a wide range of experience to their clients. Lewelyn is registered in 52 states, providing access to a diverse range of investment opportunities.
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.
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.
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2
NY
10/20/2016 - Present
Truist Securities, Inc. (NEW YORK NY)
NY
07/14/2015 - 09/08/2016
PIPER JAFFRAY & CO. (NEW YORK NY)
NY
09/18/2009 - 05/01/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
BC
Issued 01/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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