Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lewis? Claim Your ProfileLewis Igo is a financial professional with over 23 years of experience in the industry. Lewis is currently a registered representative with Ameriprise Financial Services, LLC in Minneapolis, Minnesota. Lewis has held several positions with other firms in the past, including AMERICAN ENTERPRISE INVESTMENT SERVICES INC. and IDS LIFE INSURANCE COMPANY. Lewis holds several licenses, including Series 7, Series 6, Series 53, Series 24, and Series 63, which allow Lewis to offer a variety of financial products and services to clients. Lewis's previous experience has made Lewis well-versed in many areas of finance. Lewis is committed to providing clients with personalized financial advice and helping them 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.
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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2
MN
10/01/1999 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
02/19/2010 - 06/12/2017
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)
MN
10/01/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 12/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/17/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/27/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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