Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Steven Lewis has been in the financial industry since 1998. Mark is currently registered as an investment advisor representative with State Farm Investment Management Corp. Mark is also registered as a broker with the state of New York. Mark has a Series 6, Series 63 and Series 65. Mark has been with State Farm Investment Management Corp. since May 2023. Mark is also the owner of Mark Lewis's Insurance Agency, an insurance agency. Mark has been with Mark Lewis's Insurance Agency since October 1999. Mark is also a member of the Kiwanis Club of Batavia. Mark provides portfolio management for individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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NY
05/31/2023 - Present
State Farm Investment Management Corp. (Medina NY)
IA
Issued 05/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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