Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lewis? Claim Your ProfileLewis Edward Fisher is an active investment advisor representative for Raymond James & Associates, Inc., with over 23 years of experience in the industry. He is registered in 26 states and holds Series 63, 65, 7, 26, and SIE licenses. Lewis has held previous positions at several firms including Morgan Keegan & Company, Inc., Wells Fargo Advisors, LLC and Invest Financial Corporation. He specializes in investment planning, portfolio management, and pension consulting.
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.
Please see note in schedule d - miscellaneous
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
FL
06/23/2022 - Present
Raymond James & Associates, Inc. (Winter Park FL)
FL
05/22/2009 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (WINTER PARK FL)
FL
12/17/2004 - 05/27/2009
WELLS FARGO ADVISORS, LLC (CASSELBERRY FL)
WI
11/26/2002 - 12/08/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
NJ
04/08/2002 - 11/29/2002
FUTURESHARE FINANCIAL LLC (JERSEY CITY NJ)
NY
02/21/2002 - 04/09/2002
QUICK & REILLY, INC. (NEW YORK NY)
MA
09/01/1999 - 01/29/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 09/24/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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