Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lewis? Claim Your ProfileLewis J. Brown is an investment advisor representative at T. Rowe Price Advisory Services, Inc. Lewis has been in the industry since 1997. Lewis is registered with the state of Maryland and holds a Series 6, 7, 63 and 65 license. Lewis has been registered with the state of Maryland for investment advisor representative services since 2020. Lewis also has previous experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, LPL Financial LLC, SunTrust Investment Services, Inc., Wells Fargo Advisors, LLC, First Union Brokerage Services, Inc., EQ Financial Consultants, Inc., and The Equitable Life Assurance Society of the United States. Lewis specializes in portfolio management for individuals and financial planning.
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.
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.
See schedule d
1
2
MD
04/29/2020 - Present
T. Rowe Price Advisory Services, Inc. (Owings Mills MD)
MD
09/16/2016 - 03/16/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CROFTON MD)
MD
04/25/2016 - 07/26/2016
LPL FINANCIAL LLC (HANOVER MD)
MD
05/06/2014 - 04/25/2016
SUNTRUST INVESTMENT SERVICES, INC. (BALTIMORE MD)
MD
10/01/2000 - 04/02/2014
WELLS FARGO ADVISORS, LLC (BALTIMORE MD)
NC
07/09/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
08/06/1997 - 07/01/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
08/06/1997 - 07/01/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/03/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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