Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lewis? Claim Your ProfileLewis Green is a financial advisor at LPL Financial LLC, a firm with more than 1,689,150 clients and $463 billion in assets under management. Lewis has been in the industry since 1982 and is registered with the state of Connecticut as an investment advisor representative. Lewis has a wide range of experience in providing financial advice to individuals, families, and businesses. Lewis also offers a variety of services, including financial planning, investment management, and retirement planning.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
11/05/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
CT
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Trumbull CT)
CT
03/28/2017 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Fairfield CT)
CT
03/28/2014 - 04/25/2017
LPL FINANCIAL LLC (FAIRFIELD CT)
CT
02/16/2010 - 04/08/2014
METLIFE SECURITIES INC. (SHELTON CT)
CT
03/01/1996 - 02/24/2010
MML INVESTORS SERVICES, INC. (FAIRFIELD CT)
AZ
11/19/1989 - 04/26/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
09/10/1986 - 03/01/1996
G. R. PHELPS & CO., INC.
NA
02/26/1983 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
05/13/1982 - 04/13/1984
NML EQUITY SERVICES, INC.
BC
Issued 09/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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