Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lewis? Claim Your ProfileLewis Wollenweber is a financial advisor in Palm Beach Gardens, FL, with over 30 years of experience in the financial services industry. Lewis has been with Ameriprise Financial Services, LLC since November 2017 and has previously worked with WELLS FARGO ADVISORS LLC, WELLS FARGO CLEARING SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, SMITH BARNEY SHEARSON INC. and PRUDENTIAL-BACHE SECURITIES INC. Lewis specializes in working with individuals, corporations, pension plans, and charitable organizations.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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FL
01/21/2021 - Present
Ameriprise Financial Services, LLC (PALM BEACH GARDENS FL)
FL
12/04/2008 - 11/07/2017
WELLS FARGO CLEARING SERVICES, LLC (WEST PALM BEACH FL)
FL
03/24/1994 - 12/06/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM BEACH FL)
NY
02/04/1991 - 03/03/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
09/23/1983 - 02/08/1991
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
IA
Issued 10/18/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1990
Series 3 - National Commodity Futures Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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