Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matt? Claim Your ProfileMatt Lewis is a financial advisor with over 20 years of experience in the financial industry. Matt is registered with PFS Investments Inc., which has offices in both Tinley Park, IL, and Griffith, IN. Matt's specialization is in providing investment advice and services to individuals. Matt holds several securities licenses including Series 6, 63, 26 and 65.
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.
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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2
IL
06/17/2014 - Present
PFS Investments Inc. (TINLEY PARK IL)
TX
04/28/1999 - 08/21/2001
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 04/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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