Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lewis? Claim Your ProfileLewis Medlin is a financial professional with over 30 years of experience in the industry. Lewis is currently registered with Calton & Associates, Inc., a firm with a long history of providing financial advice to individuals and institutions. Lewis has a wide range of experience in the financial services industry, including experience working with both individuals and institutions. Lewis is a Chartered Financial Consultant and holds the Series 6, 7, 24, 63, and SIE licenses. Lewis's specializations include Retirement Planning, College Savings Planning, Estate Planning, Insurance Planning, and Business Planning. Lewis is committed to providing personalized financial advice to help 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MO
06/23/2016 - Present
Calton & Associates, Inc. (CARTHAGE MO)
NY
05/01/1995 - 12/21/2001
MIDWEST DISCOUNT BROKERS INC. (NEW YORK NY)
MO
06/28/1993 - 05/01/1995
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
MA
10/26/1989 - 07/09/1993
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/26/1989 - 07/09/1993
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MO
02/20/1987 - 09/18/1989
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
NA
04/22/1986 - 04/01/1987
METLIFE SECURITIES INC.
NA
04/22/1986 - 03/21/1987
METROPOLITAN LIFE INSURANCE COMPANY
BC
Issued 12/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1993
Series 7 - General Securities Representative Examination
BC
Issued 04/21/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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