Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lewis? Claim Your ProfileLewis Metzger is an active investment advisor registered in Texas. Lewis is a licensed investment advisor representative with Morgan Stanley. Lewis has been working in the securities industry since January 1980. Lewis has over 40 years of experience in the financial services industry and has held previous positions at Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Citigroup Global Markets Inc., and Drexel Burnham Lambert Incorporated. Lewis is a Series 7, 15, 63, and 65 licensed professional. Lewis has a wide range of experience in the financial services industry, and Lewis is committed to providing clients with personalized financial advice and guidance.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
06/01/2009 - Present
Morgan Stanley (Houston TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HOUSTON TX)
TX
08/26/2004 - 04/02/2007
MORGAN STANLEY DW INC. (HOUSTON TX)
NY
05/22/1989 - 09/02/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NA
01/19/1980 - 05/22/1989
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 11/09/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 04/27/1982
Series 5 - Interest Rate Options Examination
BC
Issued 01/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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