Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lewis? Claim Your ProfileLewis Wade Blalock is a financial advisor who has been in the industry since 1998. Lewis is currently registered with Truist Advisory Services, Inc. and is licensed to provide investment advice in Florida, Texas, and many other states. Lewis also holds licenses to provide investment advice in various states, including Alabama, Arizona, Arkansas, and California. Lewis holds a variety of licenses, including Series 7, 63, 65, 10, and 9. Lewis has experience in various areas, including financial planning, portfolio management for businesses, and portfolio management for individuals. Lewis' previous employers include Wells Fargo Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC., and H&R BLOCK FINANCIAL ADVISORS, INC.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
03/13/2017 - Present
Truist Advisory Services, Inc. (WINTER PARK FL)
FL
04/01/2010 - 06/17/2014
WELLS FARGO ADVISORS, LLC (LONGWOOD FL)
FL
10/23/2009 - 04/05/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)
FL
11/11/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ORLANDO FL)
FL
08/24/1998 - 11/15/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (HOLLYWOOD FL)
IA
Issued 09/02/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/14/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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