Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lewis? Claim Your ProfileLewis Wentz is a financial advisor at Raymond James Financial Services Advisors, Inc., a firm with over 5,000 employees and over $344 billion in assets under management. Lewis has been in the financial services industry since 1997 and has extensive experience in providing financial planning, portfolio management, and other advisory services to individuals, corporations, and other businesses. Lewis is registered to provide investment advice in 48 states and has a long history of successfully serving clients.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
04/11/2017 - Present
Raymond James Financial Services Advisors, Inc. (HUDSON OH)
OH
05/14/2012 - 04/27/2015
WESTMINSTER FINANCIAL SECURITIES, INC. (HUDSON OH)
OH
12/16/2004 - 05/15/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HUDSON OH)
MO
05/30/1997 - 01/03/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 04/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/24/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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