Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lewis? Claim Your ProfileLewis Krinsky is a registered representative and investment advisor representative with Robert W. Baird & Co. Inc. in Houston, Texas. Lewis has been in the securities industry since December 1966. Prior to joining Robert W. Baird, Lewis worked at CITIGROUP GLOBAL MARKETS INC., Legg Mason Wood Walker, Incorporated and Cowen & Co. Lewis holds Series 1, 5, 7, 8, 9, 10, 31 and 63 licenses, and is registered with the following states: Alabama, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Illinois, Iowa, Kansas, Louisiana, Maine, Maryland, Massachusetts, Mississippi, Missouri, Nebraska, Nevada, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington and Wisconsin.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
TX
05/12/2006 - Present
Robert W. Baird & Co. Inc. (Houston TX)
TX
02/21/2006 - 05/22/2006
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
MD
05/11/1989 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
10/11/1983 - 05/04/1989
COWEN & CO.
NA
04/25/1989 - 05/03/1989
LEGG MASON WOOD WALKER, INCORPORATED
NA
02/04/1982 - 01/06/1988
COWEN SECURITIES INC.
NA
04/29/1974 - 01/25/1982
COWEN & CO.
NA
10/24/1973 - 06/03/1974
THOMSON MCKINNON SECURITIES INC.
NA
12/14/1966 - 11/02/1973
KOHLMEYER & CO.
BC
Issued 03/21/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/04/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 08/21/1985
Series 5 - Interest Rate Options Examination
BC
Issued 06/02/1977
PC - AMEX Put and Call Exam
BC
Issued 12/09/1966
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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