Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lewis? Claim Your ProfileLewis Custode is a financial advisor who has been in the industry since 1991. Lewis is a registered representative of Voya Financial Advisors, Inc., which provides financial planning, portfolio management, and educational seminars to individuals, families, and businesses. Lewis has experience working with individuals and families of all financial backgrounds.
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.
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.
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2
NY
04/29/2020 - Present
Voya Financial Advisors, Inc. (WILLIAMSVILLE NY)
NY
07/18/2005 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (WILLIAMSVILLE NY)
NY
11/09/1999 - 07/05/2005
21ST CENTURY FINANCIAL SERVICES, INC. (EAST MEADOW NY)
TX
06/12/1991 - 11/08/1999
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2005
Series 24 - General Securities Principal Examination
BC
Issued 04/03/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/10/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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