Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lewis? Claim Your ProfileLewis Good is a financial advisor with over 15 years of experience in the industry. Lewis is currently registered with Osaic Wealth, Inc. and has previously been associated with Securities America, Inc. Lewis holds a Series 63, Series 65, Series 7 and a SIE license. Lewis specializes in providing financial planning and portfolio management services to individuals, businesses, corporations, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Lewis's other businesses include Blue Chip Financial, LLC, and Securities America Advisors.
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.
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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2
PA
06/14/2024 - Present
Osaic Wealth, Inc. (REINHOLDS PA)
PA
01/16/2014 - 06/14/2024
SECURITIES AMERICA, INC. (REINHOLDS PA)
PA
03/07/2008 - 02/08/2013
SECURITIES AMERICA, INC. (LANCASTER PA)
IA
Issued 04/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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