Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lewis? Claim Your ProfileLewis Marlin Rowe is a financial advisor with over 30 years of experience in the financial services industry. Rowe is currently registered with LPL Financial LLC and IIC. Previously, Rowe was a registered representative with Citizens Securities, Inc., The Huntington Investment Company, Fifth Third Securities, Inc., Oppenheimer & Co. Inc., LPL Financial LLC, NRP Financial, Inc., Comerica Securities, Charles Schwab & Co., Inc., Roney & Co. and First of Michigan Corporation. Rowe has a strong track record of providing financial planning and investment management services to individuals, families, and businesses. Rowe is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
02/08/2019 - Present
LPL Financial LLC (BLOOMFIELD HILLS MI)
MI
04/25/2018 - 02/01/2019
CITIZENS SECURITIES, INC. (DETROIT MI)
MI
05/03/2016 - 05/04/2018
THE HUNTINGTON INVESTMENT COMPANY (DEARBORN MI)
MI
03/18/2015 - 04/11/2016
FIFTH THIRD SECURITIES, INC. (DEARBORN MI)
MI
08/29/2011 - 03/17/2015
OPPENHEIMER & CO. INC. (WYNADOTTE MI)
MI
12/08/2010 - 09/12/2011
LPL FINANCIAL LLC (SOUTHGATE MI)
MI
02/26/2009 - 12/01/2010
NRP FINANCIAL, INC. (SOUTHGATE MI)
MI
10/09/1997 - 02/06/2009
COMERICA SECURITIES (DETROIT MI)
TX
06/21/1993 - 05/15/1996
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MI
02/09/1988 - 03/04/1993
RONEY & CO. (DETROIT MI)
NA
07/11/1986 - 01/01/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
05/24/1985 - 06/23/1986
FIRST OF MICHIGAN CORPORATION
BOTH
Issued 09/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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