Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lewis? Claim Your ProfileLewis Anderson is a financial professional with over 12 years of experience in the financial services industry. Lewis is currently registered with Stifel, Nicolaus & Company, Inc. in Memphis, TN and has previously held positions at Vining-Sparks IBG, LLC, Raymond James & Associates, Inc., and Morgan Keegan & Company, Inc. Lewis holds a Series 63, Series 7 and Series 66 license, and has completed the SIE exam. Lewis specializes in investments, insurance, annuities, mutual funds, variable products, retirement planning, and college savings.
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.
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.
1
2
TN
04/22/2022 - Present
Stifel, Nicolaus & Company, Inc. (MEMPHIS TN)
TN
01/02/2015 - 04/22/2022
VINING-SPARKS IBG, LLC (MEMPHIS TN)
TN
04/02/2012 - 12/23/2014
RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)
TN
05/20/2010 - 04/02/2012
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BOTH
Issued 03/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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