Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lewis? Claim Your ProfileLewis Sisich is a financial advisor with over 30 years of experience in the industry. Lewis is currently registered with Creativeone Wealth, LLC and has previously worked with a variety of firms. Lewis's experience includes serving as a principal at Nelson Securities, Inc. and working at Kidder, Peabody & Co. Incorporated, Sutro & Co. Incorporated, and Frederick Gregory & Company. Lewis specializes in providing financial planning, educational seminars, and portfolio management for individuals and investment companies. Lewis is a Registered Representative and Investment Advisor Representative, and holds the Series 1, 63, 65 and 24 licenses. Lewis is also a Registered Investment Advisor in Washington. Lewis is the owner of Washington Investment, an investment-related business based in Spokane, Washington.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser 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.
Sub-adviser fees/solicitor fees
1
2
KS
10/26/2020 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
WA
07/31/2009 - 10/20/2011
SORRENTO PACIFIC FINANCIAL, LLC (SPOKANE WA)
WA
04/07/2004 - 07/31/2009
PARTNERVEST SECURITIES, INC. (SPOKANE WA)
WA
10/17/1990 - 02/26/2004
NELSON SECURITIES,INC. (SPOKANE WA)
NY
01/09/1987 - 07/11/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
11/03/1978 - 01/16/1987
KIDDER, PEABODY & CO. INCORPORATED
NA
06/26/1974 - 10/25/1978
SUTRO & CO. INCORPORATED
NA
10/18/1973 - 03/08/1974
FREDRICK GREGORY & COMPANY
IA
Issued 04/04/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/1978
PC - AMEX Put and Call Exam
BC
Issued 10/15/1973
Series 1 - Registered Representative Examination
Active
Inactive
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