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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lewis? Claim Your ProfileLewis Kerford Martin is a financial advisor with over 23 years of experience in the industry. Lewis Martin is currently registered with Ameriprise Financial Services, LLC and has been with the firm since September 2022. Previously, Lewis Martin worked for UBS Financial Services Inc. Lewis Martin has a diverse background in the financial industry with licenses in both Broker/Dealer and Investment Advisor. Lewis Martin holds licenses for securities and commodities and is currently registered in Georgia and Texas.
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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GA
09/30/2022 - Present
Ameriprise Financial Services, LLC (ALPHARETTA GA)
GA
08/12/1999 - 10/10/2022
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
IA
Issued 09/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/27/1999
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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