Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew David Lewis is a financial advisor with Ameriprise Financial Services, LLC. Matthew has been in the financial services industry for over 20 years. Matthew has also worked with WELLS FARGO CLEARING SERVICES, LLC and J.P. MORGAN SECURITIES LLC. Matthew holds the Series 7, Series 63, and Series 66 licenses. Matthew is registered to provide advisory services in California, Michigan, North Carolina, Ohio, and Virginia.
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.
Asset allocation services
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.
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2
OH
08/29/2024 - Present
Ameriprise Financial Services, LLC (Bolivar OH)
OH
11/08/2012 - 08/28/2024
WELLS FARGO CLEARING SERVICES, LLC (NEW PHILADELPHIA OH)
OH
10/01/2012 - 11/08/2012
J.P. MORGAN SECURITIES LLC (UHRICHSVILLE OH)
OH
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW PHILADELPHIA OH)
IL
02/13/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
10/09/2002 - 02/10/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 07/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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