Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lois? Claim Your ProfileLois Jean Lewis is a financial advisor with Nationwide Planning Associates Inc. Lois has been working in the financial services industry since 1989. Lois is licensed to provide financial advice in 16 states. She is a Series 6 and Series 63 licensed professional. Lois holds the SIE designation.
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.
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.
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NJ
02/01/2022 - Present
Nationwide Planning Associates Inc. (FAIR LAWN NJ)
NJ
01/19/2022 - 02/03/2022
SECURIAN FINANCIAL SERVICES, INC. (PARSIPPANY NJ)
NJ
01/18/2018 - 01/20/2022
NATIONWIDE PLANNING ASSOCIATES INC. (PARAMUS NJ)
NJ
03/25/2017 - 01/19/2018
MML INVESTORS SERVICES, LLC (ISELIN NJ)
NJ
07/10/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ISELIN NJ)
NJ
12/16/2013 - 07/21/2015
LPL FINANCIAL LLC (WHIPPANY NJ)
NJ
11/14/1989 - 12/20/2013
CETERA ADVISOR NETWORKS LLC (FLORHAM PARK NJ)
BC
Issued 07/24/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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