Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lewis? Claim Your ProfileLewis Williamson is a financial advisor with over 30 years of experience in the industry. Lewis is registered with Hilltop Securities Inc. and holds a Series 7, Series 63, Series 65, and Series 30 licenses. Lewis previously worked at Morgan Stanley and Citigroup Global Markets Inc. Lewis's areas of expertise include providing financial planning and investment advice to individuals, corporations, and charitable organizations. Lewis is committed to providing personalized service 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
TN
06/20/2023 - Present
Hilltop Securities Inc. (Memphis TN)
TN
06/01/2009 - 08/19/2021
MORGAN STANLEY (Memphis TN)
TN
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MEMPHIS TN)
NY
05/29/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/29/1987 - 06/23/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 03/31/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2021
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Lewis Williamson is the right advisor for you? Invested Better is here to help.
