Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Clifton Lewis is a registered representative and investment advisor representative with Raymond James Financial Services Advisors, Inc. Mark has been in the financial services industry since 1999 and has been with Raymond James since 2009. Mark has worked at UVEST Financial Services Group, Inc., BI Investments, LLC and has a broad experience in the financial sector. Mark is also the owner of Riverview Financial, a support company/DBA based in Danville, VA.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
08/03/2009 - Present
Raymond James Financial Services Advisors, Inc. (DANVILLE VA)
VA
02/13/2007 - 07/31/2009
UVEST FINANCIAL SERVICES GROUP, INC. (DANVILLE VA)
VA
04/05/2004 - 02/06/2007
BI INVESTMENTS, LLC (BLACKSBURG VA)
NC
08/26/1999 - 07/08/2004
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
IA
Issued 12/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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