Unclaimed
Mark D. Lewis is a financial professional with over 15 years of experience in the securities industry. He is currently registered with Valmark Securities, Inc., a FINRA-registered broker-dealer. Mark's previous experience includes roles at John Hancock Distributors, Inc. and SunAmerica Securities, Inc. Mark holds a Series 6, Series 63, and SIE license. Mark is licensed in 46 states and the District of Columbia.
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.
1
2
MN
11/05/2013 - Present
Valmark Securities, Inc. (MINNEAPOLIS MN)
MA
06/30/1997 - 12/17/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
AZ
03/22/1994 - 12/31/1996
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 11/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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