Unclaimed
Lewis Drewniak is a registered representative with J.P. Morgan Securities LLC, having joined the firm on January 23, 2024. Lewis has passed the Securities Industry Essentials Examination (SIE) and the Investment Company Products/Variable Contracts Representative Examination (Series 6TO). Lewis specializes in a wide range of investment products and services, including variable contracts, investment company products, mutual funds, fixed annuities, and other financial products. Lewis is registered to conduct business in Florida.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
01/23/2024 - Present
J.p. Morgan Securities LLC (Marco Island FL)
BC
Issued 01/23/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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