Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lewin? Claim Your ProfileLewin Mcdonald Williams is a registered investment advisor representative for First Trust Advisors LP. Lewin Mcdonald Williams has been in the industry since October 9, 1984. Lewin Mcdonald Williams is registered in Colorado, Illinois, Nevada, New Mexico and Texas.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fixed fees per unit (uits) for portfolio supervisory services
1
2
IL
12/13/2011 - Present
First Trust Advisors LP (WHEATON IL)
IL
01/08/1998 - 11/07/2001
RANSON & ASSOCIATES INC. (CHICAGO IL)
CA
09/12/1996 - 06/18/1997
GREAT PACIFIC FIXED INCOME SECURITIES, INC. (COSTA MESA CA)
CA
12/06/1995 - 08/22/1996
MISCHLER FINANCIAL GROUP, INC. (CORONA DEL MAR CA)
NA
02/22/1990 - 05/08/1995
LIBERTY CAPITAL MARKETS, INC.
NA
09/22/1988 - 02/27/1990
ALLISON, ROSENBLUM & HANNAHS, INC.
NA
06/24/1983 - 09/27/1988
UNITED CAPITAL CORPORATION
IA
Issued 03/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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