Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manda? Claim Your ProfileManda Adele Lewis is a financial advisor registered with Eagle Strategies LLC. Manda has been in the industry since 2003 and holds Series 6, 7, 63, and 65 licenses. Manda also holds the Securities Industry Essentials Examination (SIE). In addition to working at Eagle Strategies LLC, Manda has also worked at American Portfolios Financial Services, Inc. and NYLIFE Securities LLC. Manda specializes in providing financial planning, portfolio management, and pension consulting services. Manda has a total of 16 state registrations and two state Investment Advisor registrations. Manda's experience and qualifications make her a valuable resource for individuals and businesses seeking financial advice.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
09/17/2013 - Present
Eagle Strategies LLC (TRUMANSBURG NY)
NY
10/06/2003 - 02/16/2005
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)
IA
Issued 7/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/10/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/3/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Manda Lewis is the right advisor for you? Invested Better is here to help.
